Neil Chapman's Contact Details

Neil Chapman's Company Details

Resilience Wealth Advisors

Charlotte, NC, US • 5 - 9 Employees
Financial Services

At Resilience Wealth Advisors, we believe that our most important goals in life are not achieved by accident. • Retirement rarely happens by accident. • Businesses do not successfully transition by accident and • Wealth is rarely passed smoothly between generations by accident. We also believe that what worked for someone else may not work for you. Your situation and goals are unique and worthy of strategies and coaching tailored to your specific goals. Proactive strategic planning with a trusted and knowledgeable partner is critical.What we do:Resilience Wealth Advisors has a two-part mission:• First, to offer purpose driven, creative and actionable fee-only financial advice to empower the successful intergenerational transfer of family and financial capital.• Second, to empower our communities with social capital by providing social support for those suffering from Stage 4 breast cancer and for families with a special needs child. How we do it:• We act as fee-only advisors. This means we act as a fiduciary and sell no financial products, receive no revenue from any 3rd party, and are transparent. • You will work on a long-term basis with a team of partners with over 70 years of combined experience and designations including: Ph.D., JD, MBA, CFA, CFP, CTFA, EA, and an Advanced Certificate in Family Business Advising • We want to eliminate noise, ensure there is a written plan, it is communicated to the right people, and proactively coordinated with your other advisors.Growing and protecting wealth, using it to live a purposeful life and achieve family goals takes resilience. Your legacy and what you have worked hard for is important. It is too important to leave to chance or not to have the right partner helping you along the path. We view our work as a sacred trust and would be honored to ensure that you have the necessary resilience in your financial, family, and investment plans to achieve your most important objectives.