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Although our clients possess a variety of backgrounds, lifestyles and aspirations, all share common goals: increasing the potential value of their assets, reducing risk and managing their portfolios effectively.Through our product and service offerings, The Sierra Group acts as a gateway to the full resources of the Citigroup family of companies. The Sierra Group provides clients with comprehensive global wealth management services, as well as wealth and lifestyle advisory services to help them make intelligent decisions. The Sierra Group offers extensive investment strategies for successful individuals. These exceptional resources enhance our investment capability, distinguish our approach, and reinforce our commitment to our clients. Our relationship with you is directed by your particular interests. This conversation will go beyond investments. You will be asked about your family, where you hope to be, your fears and the things that might prevent you from getting what you want.
- Wealth Management
- Investment Policy Statements
- Business Succession Planning
- Professional Portfolio Management
- Planning for Special Needs Individuals
- Socially Responsible Investing
- Education Planning
- Defined Contribution Plans
- Insurance Services
- The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.
- Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, speak with us.
- Through the global resources of Citi, we can provide comprehensive, integrated wealth management strategies to address your wealth management needs.
- 1982 - Present: Smith Barney
Senior Vice President - Wealth Management
Senior Portfolio Management Director
CERTIFIED FINANCIAL PLANNER™
Grand Rapids, MI
- 1977 - 1982: Automotive OEM
Vice President of Finance
Grand Rapids, MI
- 1970 - 1977: Chapman, Davis & Chapman
Senior Partner
Grand Rapids, MI
- CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
- Portfolio Management Program
Smith Barney
- University of California
Los Angeles
University of Michigan
Ann Arbor
- Series 3 - National Commodity Futures
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Life & Variable Annuity Insurance Licensed
- CFA Institute
- The Financial Planning Association
Member
- The Society of Financial Service Professionals
Member
Steven G. Chapman, CFP® is licensed in the following state(s): AL, AZ, CA, CO, DE, FL, IL, IN, MI, MO, NC, OH, SC, TN, TX, VA, WA
- 2003 - Present: Smith Barney
Investment Management Specialist /
Financial Advisor
Chartered Private Wealth Advisor
Financial Planning Specialist
Grand Rapids, MI
- 1997 - 2003: Unisys
Global Account Manager
Plymouth, MI
- 1995 - 1997: Gainey Corporation
Grand Rapids, MI
- 1992 - 1995: Small Business Owner
Petoskey, MI
- Education:
University of Chicago Graduate School of Business
Chicago, IL
Western Michigan University
Kalamazoo, MI
- Portfolio Management Program
Smith Barney
- Investment Management Specialist Designation
- Financial Planning Specialist Designation
- Chartered Private Wealth Advisor - IMCA®
- Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Accident, Health, Life & Variable Contracts Insurance Licensed
- Associations:
Novi Parks & Recreation
Volunteer Youth Soccer Coach
Novi Chamber of Commerce
Vice Chairman, 2008 - 2009 Board of Directors
Novi Pulse
Producer and Host
Investment Management Consultants Association - IMCA®
Member
Gregory M. Chapman, CPWAsm is licensed in the following state(s): CA, FL, IL, MI, MO, NY
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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