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Victoria Woods
ChappelWood Financial Services

Tel: (405) 348-0909
1725 E 15th Street
Financial District of Oklahoma
Edmond, OK 73013

It's All About the Money, Honey!

ChappelWood Financial Services | Financial Advisor in Edmond ,OK

About ChappelWood Financial Services

ChappelWood Financial Services has been in business since 1988 and has had the same leader, Victoria Woods.

Our clients will say we are irreplaceable, invaluable and worth our weight in Gold!

As Chief Investment Advisor and Founder and CEO of ChappelWood Financial Services, an advisor to affluent clients for over 25 years, I am proud my firm is recognized as a leader in the investment advisory industry. Featured in Newsweek magazine's "Financial Planning Guide." Author of the book, "It's All About The $Money, Honey!" and appearing on the Today Show- Meredith Vieria, Success Today- Bachelor Bob, Fox News, Fox Business, CBS, NBC and ABC affiliates across the nation. Hosting a weekly radio show, "It's All About the $Money, Honey!" on iHeart Media and success and experience in working with high net worth households and mid-tier millionaires has been a dream! Our Ideal Clients are Mid Tier Millionaires. We clarify, organize and simplify the financial part of clients lives, working in harmony with our clients, Bankers , CPA's, Trust Attorneys. etc. for the best interest of our clients, because our clients consider us their Primary Advisor.


General Information

Firm Start Year:   2002
No.of Employees:   5-9
Insurance License#:   40000536
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   Mulitple
States Licensed in:   Oklahoma, Texas
Number of Years with Current Firm:   28


Services

Investment Types:   Stocks Mutual Funds, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Via email, At your office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Annuity, Long Term Care


Firm Information

Firm's Number of Clients:   175
Firm's Number of Managed Clients:   73
Assets Managed by Firm:   Yes
Advisor's Number of Clients:   178
Advisor's Number of Managed Clients:   73
Advisor's Number of Planning Clients:   2
Assets Managed by Advisor:   $53M


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets, Hourly
Fee % Based on Assets:   Tiered
Additional Details on Charges:   Determined on the individual needs and requirements of each client as agreed upon with the Client after detailed Discovery and Analysis of how we can best serve our clients. Hourly By Project Assets Under Management Commission
Minimum Fee Charged for Managed Accounts:   0.90


Board Positions

Organization:  Oklahoma Commission on the Status of Women  Oklahoma, Appointed by the Governor of Oklahoma
Position :  State Commissioner
Duration :  08/01/2013-Currently holding

Organization:  AssetMark Wealth Management  California
Position :  Field Advisory Board
Duration :  09/01/2019-Currently holding


Education

Associate Science Degree - - Budgeting Planning and Porjections   Tarrant College - Texas
1974-1976



Disclosures

ChappelWood Financial Services has all Disclosure statement on our website. https://www.chappelwood.com/earnings-disclaimer

Victoria Woods

Victoria Woods

CFP®, Series 63

People are my passion, traveling the world (cruising is my specialty), sports fan - Football is mandatory growing up in Texas, golf is my sport of choice, managing successful businesses, serving my community and living life with a passion is why I wake up everyday!

Public speaking and radio show, "Its All About the $Money, Honey!" allows me to share my experience, success and passion for serving, encouraging, motivating and supporting those that are motivated to create and live their Best lives.

As Chief Investment Advisor and Founder and CEO of ChappelWood Financial Services, an advisor to affluent clients for over 25 years, I am proud my firm is recognized as a leader in the investment advisory industry. Featured in Newsweek magazine's "Financial Planning Guide." Author of the book, "It's All About The $Money, Honey!" and appearing on the Today Show- Meredith Vieria, Success Today- Bachelor Bob, Fox News, Fox Business, CBS, NBC and ABC affiliates across the nation. Hosting a weekly radio show, "It's All About the $Money, Honey!" on iHeart Media and success and experience in working with high net worth households and mid-tier millionaires has been a dream.

Specialties: Wealth Management Global Wealth Management Award-Greece Gold Premier Consultant Successful Advocate for Mandatory Financial Literacy Legislation Visionary, Founder of the Financial District of Oklahoma

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My Services

Wealth Management

As Chief Investment Advisor I have made it my priority to have developed relationships with the best of the best Money Mangers available. We have the ability to have our clients meet with the Sr. Manager of their team personally and virtually if they desire. Most just want to meet with me, Financial Diva, Victoria Woods and/or my team. The option is always the clients.


Financial Planning for Businesses

As Advisor to Millionaires, what I have found is most millionaires are fearful of losing the lifestyle to which they have grown accustomed and are frustrated by not knowing how to keep it. What they really want is to wake up every day of retirement spend what they want, when they want, on who they want. They think the problem is not investing in the right assets, so they end up stressed about market returns, however, the real problem is they do not have an Income generating portfolio. What they need is a consistent predictable income stream. My team and partners provide that solution.


Financial Planning for Individuals

As Advisor to Millionaires, what I have found is most millionaires require comprehensive Financial Planning which we utilize our compelling Technology that is interactive for our clients.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

As Advisors to Millionaires we serve the nation.

Compensation Arrangements

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