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Who We Are

Who We Are

We do not waste time, money, or opportunity.

ChappelWood Financial Services is a premier Independent Registered Investment Advisory firm that was founded more than 28 years ago by our Chief Investment Advisor, Victoria Woods. Her focus on the vision for what would become the 84-acre Financial District of Oklahoma in Edmond, Oklahoma is what drives everything we do. Our success has been built on long term client relationships, our reputation, and consistency.

Commitments to Clients 

  • We are committed to quality, integrity and service.
  • We look for ways to save you money on expenses and taxes.
  • We work one-on-one with you for the most economical and effective means to achieve your goals
  • We perform a complete analysis of your financial and insurance needs.
  • We select the company or solutions best suited for your situation.
  • We periodically review and update your portfolio.
  • We emphasize education through financial enrichment events for our clients and business partners
  • We retain highly respected specialists, such as Elder Law Attorneys, Tax Attorneys and Trust Attorneys to serve as your partners to create simple solutions that meet your particular needs.

 

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