How We Do It

Unique

Process

It's a lot like visiting your doctor.

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

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

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. 

Compelling

Technology

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.

Goal Achievement

Imaginative & Efficient

Discipline & Strategy

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