What We Do
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
- Total Financial Planning
- College Funding Needs
- Senior Lifestyle Planning
- Financial Enrichment 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.