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.
|Firm Start Year:||2002|
|Name of Broker/Dealer:||N/A|
|Name of Custodial Firm:||Mulitple|
|States Licensed in:||Oklahoma, Texas|
|Number of Years with Current Firm:||28|
|Investment Types:||Stocks Mutual Funds, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Video Conference, Via email, Via phone, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Health, Annuity|
|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|
|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
|Compensation Methods:||Based on Assets, Hourly, Commissions|
|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|
|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|
|Associate Science Degree - - Budgeting Planning and Porjections||
Tarrant College - Texas
ChappelWood Financial Services has all Disclosure statement on our website. https://www.chappelwood.com/earnings-disclaimer
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
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.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
|As Advisors to Millionaires we serve the nation.|