ChappelWood Financial Services in Edmond, Oklahoma
At ChappelWood Financial Services, we believe financial planning is about more than just managing money, it’s about creating security, freedom, and confidence for the future. Our mission is to help individuals, families, and businesses build, protect, and preserve wealth through proven strategies tailored to their unique goals.
About
Are you Millionaire, Business Owner, or Senior Executive?
As a Millionaire, business owner, or senior executive, your financial needs go far beyond the basics. You deserve a partner who understands the complexity of wealth management and the importance of protecting your legacy. Our 30-minute Discovery Call is designed to uncover your goals, address your concerns, and show you how ChappelWood Financial can create strategies tailored to your success.
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You’ll be speaking with our Client Onboarding Specialist, Meg Weist.
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We’ll discuss your primary goals and needs.
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You will schedule an appointment with a member of our Advisory Team.
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Our Services
Wealth Preservation
Protecting the assets you’ve worked hard to build is just as important as growing them. Our wealth preservation strategies are designed to safeguard your financial resources against unnecessary risk, market volatility, taxes, and unforeseen events. We create tailored plans that balance growth with protection, ensuring your wealth remains secure and available for your future needs and generations to come.
Retirement Income Planning
A successful retirement isn’t just about saving, it’s about making your money last. Our retirement income planning strategies help you turn your savings and investments into a reliable, sustainable income stream. We focus on minimizing risks, managing taxes, and protecting against inflation so you can enjoy the lifestyle you’ve worked hard for with confidence and peace of mind. Start with a plan built around you.
Tax Minimization Strategies
Effective tax planning helps you keep more of what you earn. We develop strategies that reduce tax exposure on income, investments, and estates while staying compliant with current laws. Our goal is to maximize your long-term financial efficiency, so more of your wealth works for you and your future generations.
Estate & Legacy Planning
We help you protect your assets and ensure they are transferred according to your wishes. Our estate and legacy planning strategies focus on reducing tax burdens, preserving wealth, and creating a lasting impact for future generations. With a clear, personalized plan, you can pass on your legacy with confidence and peace of mind.
Insurance Need Analysis
The right insurance strategy protects your family, income, and assets from life’s uncertainties. We carefully evaluate your coverage needs—life, health, disability, and long-term care—to ensure you have the proper protection in place. Our goal is to provide cost-effective solutions that reduce risk and give you financial security at every stage of life.
Contact Us
Looking for professional financial guidance in Edmond, OK? Whether you’re planning for retirement, seeking to grow wealth, or ensuring your family’s future security, ChappelWood Financial Services is here to help. Our trusted process and experienced advisors give you the confidence to move forward — no matter where you are on your financial journey.
Benefits Of Working With An Independent Advisor
MEET THE TEAM
At ChappelWood, our advisors are more than financial professionals we are partners in your journey. Our team is dedicated to building meaningful, lasting relationships with clients, offering not only financial expertise but also genuine care and understanding.
Victoria Woods
CEO & Chief Investment Advisor
Meg Weist
Director of
Client Services
Damon King, CFP®
Investment Advisor & Wealth Manager
Weston DePriest
Financial Advisor & Wealth Manager
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As Seen On TV!
The Financial Diva, Victoria Woods has appeared on numerous media outlets to offer her advice to her fans. The list of shows is too lengthy to list here.
