PICTURING RETIREMENT?
Schedule a brief phone call with us to discover how we can help you bring it into focus.
WE BELIEVE IN RELATIONSHIPS
Your money doesn't define you. How you use it is what matters.
Welcome To ChappelWood Financial Services
Advisors to Millionaires and Aspiring Millionaires
At ChappelWood Financial, we understand that Millionaires face challenging decisions that impact their long-term financial success. These decisions typically revolve around investing to avoid running out of money in retirement, protecting hard-earned retirement funds, and managing the impacts of inflation, taxes, and skyrocketing healthcare costs.
Because more than 90 percent of our clients are retirees with similar concerns, we are in the perfect position to address your fears, frustrations, and challenges with experience and skill.
Our Services
Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
Designed for You
A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.