top of page

  1. Initial Strategy Review

  2. Discovery of your goals

  3. Customized Recommendations

  4. Implementation

  5. Delivery of Financial Organizer

  6. Monitoring and Reporting

Unique

Process

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. 

Open Architecture Platform

Domestic/International Partners

2,000 Global Researchers

Investments and Insurance

Social Investing

Donor Advised Funds

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.

Quarterly Market Update Letter

Strategy Reviews

Portfolio Monitoring

E-Newsletters

Exclusive Client Events

Family Meetings

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. 

Goal Achievement

Imaginative & Efficient

Discipline & Strategy

Online Account Access

Risk Speed Limit Analysis

Custom Portfolio Analysis

Custom Income Planning Tools

Online Resources

Webinars, Podcasts, and Videos

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.
bottom of page