Broker Check

What We Do

WHO WE SERVE

  • High Net Worth Families
  • Widowed/Divorced Women
  • Business Owners
  • Retirees and Pre-Retirees
  • Trusts



ChappelWood Financial develops customized strategies for Millionaires and Aspiring Millionaires. With limited exceptions, we accept individuals and families who have at least $500,000 in investable assets saved for retirement.

CORE SERVICES

  • Wealth Preservation
  • Income Planning
  • Tax Minimization
  • Estate & Legacy Planning
  • Insurance Needs Analysis





Our professional team helps you overcome your wealth management fears, frustrations, and challenges so you can live the retirement of your dreams.

SPECIALIZED SERVICES

  • Business Succession Planning
  • College Funding Needs
  • Senior Lifestyle Planning
  • Financial Education Courses




Life changes, which means your needs often go beyond investments and income planning. You require more specialized guidance and planning. Maybe even a bit of education. We've got you covered.

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