What We Do
High Net Worth Families
Widowed/Divorced Women
Business Owners
Retirees and Pre-Retirees
Trusts
Who We Serve
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.
Wealth Preservation
Income Planning
Tax Minimization
Estate & Legacy Planning
Insurance Needs Analysis
Core Services
Our professional team helps you overcome your wealth management fears, frustrations, and challenges so you can live the retirement of your dreams.
Total Financial Planning
College Funding Needs
Senior Lifestyle Planning
Financial Enrichment Courses