Broker Check

How We Do It


  • Initial Strategy Review
  • Discovery of your goals
  • Customized Recommendations
  • Implementation
  • Delivery of Financial Organizer
  • Monitoring and Reporting

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

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 Services

  • Quarterly Market Update Letter
  • Strategy Reviews
  • Portfolio Monitoring
  • E-Newsletters
  • Exclusive Client Events
  • Family Meetings

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

  • Online Account Access
  • Risk Speed Limit Analysis
  • Custom Portfolio Analysis
  • Custom Income Planning Tools
  • Online Resources
  • Webinars, Podcasts, and Videos

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.

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