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What We Do

HOW WE DO IT
WHO WE ARE

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

Specialized Services

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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