Chapman Wargnier Private Wealth Group

Chapman Wargnier Private Wealth Group

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Your wealth presents opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized strategies to help simplify your life so you can spend more time pursuing what matters most to you.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Tim  Chapman

Tim Chapman,

Senior Vice President

Private Wealth Manager

503.221.4799
Paul  Wargnier

Paul Wargnier,

Senior Vice President

Private Wealth Manager

503.221.4796
Priya  Sagar

Priya Sagar

Private Wealth Manager Trainee

503.221.4644
Jennifer A Mau

Jennifer A Mau

Registered Private Wealth Associate

503.221.4734

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Chapman Wargnier Group

Located in Portland, Oregon, we are a private wealth management team that provides highly customized and coordinated financial strategies to ultra-affluent clients. We work with a select group of accomplished individuals and families who have complex needs. The clients we serve are busy and engaged individuals with a number of competing responsibilities: personal, professional, and philanthropic. We unify and streamline concurrent priorities, designing initiatives that seek to advance multiple goals.

In an era in which a "holistic approach" is too often trumpeted as an achievement, we view cohesion, integration, and coordination as the very baseline of our approach. Our goal is straightforward: we seek to provide ease and simplicity in whatever financial matters are important to the clients we serve.

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

A Single Source for Diverse Needs

We offer a distinctive skillset, a broad knowledge base, and a facility in distilling complexity. We look to provide thoughtful and meaningful guidance on a range of wealth management issues:

  • Investment management
  • Restricted and concentrated stock strategies
  • Liquidity event: pre- and post- strategies
  • Tax minimization strategies *
  • Banking and lending throught Bank of America, N.A.
  • Trust and estate planning services
  • Philanthropy

Grounded

Our team has a differentiated background that aligns with the varied needs of our client base. We unify analytical rigor, thoughtful implementation, and a cogent understanding of each family's dynamic to develop customized suites of strategies and services.

We leverage the renowned research, intellectual capital, and investment offerings of the Private Banking and Investment Group and Merrill Lynch to pursure capital preservation and growth, mindful of each client's risk tolerance and wealth transfer goals. We collaborate with in-house specialists with deep experience in trust and estate planning services, family office services, and philanthropic initiatives to enact multi-disciplinary strategies for inter-generational transfer and legacy fulfillment. We also facilitate customized credit and lending through Bank of America, N.A.

In all of our efforts, we seek to integrate the variables that will yield optimal outcomes for the clients we serve. We remain mindful of a client's overarching goals, yet focused on the day-to-day details that help drive client satisfaction and long-term fulfillment.




*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.  BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Focused Outreach for a Select Client Base

We are not all things to all people; we look to work with the clients who can most benefit from our offerings. We have extensive experience working with senior executives of public companies and business owners and operators who face transition and legacy opportunities, and who may anticipate or have transacted the sale of a business. We know the challenges and opportunities inherent in each source of wealth; our focus intensifies our effectiveness in catering to client needs.

As Advisors, we provide insight and guidance that can only arise from experience. We realize that significant wealth truly is different - both in its needs and in its ramifications. We have built our team specifically to address the particular nuances of an elite client base; the selective nature of our engagements enables us to anticipate and execute with diligence and precision.

Family Offices

As private wealth advisors with Merrill Lynch’s Private Banking and Investment Group, we work with some of the most prominent families to help them manage the ongoing complexities of their wealth. Our deep experience with family offices enables us to tailor a range of services to meet your specific needs. We can provide access to solutions ranging from investment and wealth management to governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.

Nonprofit organizations

Your passion drives your organization’s mission, and you depend on an investment portfolio and an effective staff to carry on its important work. As private wealth advisors with Merrill Lynch’s Private Banking and Investment Group, we have experience working with nonprofit organizations. We possess a keen understanding of the challenges you face, including maintaining operational efficiency and productivity through uneven market circumstances, growing competition for donations, and increased fiduciary requirements. Drawing on our extensive capabilities to help you fulfill your organization’s mission, we can provide the customized services your organization needs with discretion and skill, such as strategic planning, portfolio management, administrative and board support, and advisory solutions.

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your wealth and compensation require. We can help you manage the risk of your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family – designed to enable you to live life as you want it, with reliable access to cash – we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Foundations and Endowments

An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The portfolios we construct are carefully designed to promote stability, efficiency and growth, and to perform effectively under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Lynch’s Private Banking and Investment Group can help entrepreneurs and business owners balance their personal lives with their life’s work. We are dedicated in providing the experience and resources to support your ongoing success.

Intergenerational Family Wealth

Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, minimizing taxes and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Lynch’s Private Banking and Investment Group helps a select group of families with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create strategies that reflect your family’s intentions and help ensure that your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth enables us to see and share best practices to help you achieve them.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

Chapman Wargnier Private Wealth Group