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405-348-0909
Office@ChappelWood.com
Unique
Process
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Initial Strategy Review
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Discovery of your goals
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Customized Recommendations
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Implementation
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Delivery of Financial Organizer
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Monitoring and Reporting
Through our unique six-step process, we listen to what's causing you pain and seek to understand your goals and dreams. From there, we recommend and implement customized strategies to meet your needs.
Universe of Solutions
Open Architecture Platform
Domestic/International Partners
2,000 Global Researchers
Investments and Insurance
Social Investing
Donor Advised Funds
Our advisors are fiduciaries required to work on behalf of your best interests. We use a team approach, engaging the best wealth management professionals and strategists the industry has to offer, working in tandem with your CPA and Trust Attorney to build your customized plan.
Client
Service
Quarterly Market Update Letter
Strategy Reviews
Portfolio Monitoring
E-Newsletters
Exclusive Client Events
Family Meetings
Implementing your customized strategies is only the beginning. Our service and communication afterward truly set us apart. Keeping you in the know on key news and issues affecting your family's financial well-being is what has led ChappelWood to maintaining 98 percent of its clients.
Goal Achievement
Imaginative & Efficient
Discipline & Strategy
Compelling
Technology
Online Account Access
Risk Speed Limit Analysis
Custom Portfolio Analysis
Custom Income Planning Tools
Online Resources
Webinars, Podcasts, and Videos
Above all, we want to build a personal relationship with you. Yet, we also understand you want access to the best technology when it comes to your financial plan. We make a significant investment in the most compelling technology our industry can provide to enhance your experience with us.
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