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What We Do

What We Do

Designing customized financial solutions.

Much more than asset managers, ChappelWood broadens the conversation with clients to include customized financial solutions so that a clear plan is developed to create a life they and their families have only dreamed.

  • Our firm's focus is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires.
  • Our Ideal Clients are those seeking an advisory firm that provides comprehensive income solutions, estate planning services, asset management services, and tax planning services from one provider.
  • We specialize in Ideal Clients who are business owners, professionals, pre-retirees, and retirees seeking to organize their financial lives in order to own 100 percent of their time.

In every service we provide, it’s all about you. From your first initial appointment, to your first investment, to planning for retirement, and every life event in between, we’re here for you. We analyze, design, propose, implement and monitor financial objectives through a proprietary process, replacing emotion with focus, discipline, and strategy.

Goals and Strategy meeting

  • Discovery, Clarity, Implementation and Monitoring
  • Cash Flow and Net Worth Analysis
  • Re-balancing
  • Access to a Financial Advisor Team

Retirement Planning

  • Accumulation Strategy (IRA, Roth IRA, 401k)
  • Protection Strategy
  • Distribution Strategy
  • Succession Planning
  • Estate Planning Strategies
  • Life Insurance Analysis
  • Document Vaulting

Financial Services

  • Investment Management Analysis
  • Financial Plan with Action Agenda
  • Continual Monitoring
  • College Funding

Tax Planning

  • Tax Preparation and Management
  • Planning for Upcoming Changes
  • Access to a CPA

Social Security Optimization Planning

  • Timing Strategies
  • Benefits Planning
  • Coordination with Other Retirement Plans

 

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