At ChappelWood Financial our philosophy removes the emotion from the investment decision making process, replacing it with sound, disciplined, conflict-free solutions as the basis for every investment decision in creating your Investment Policy Statement. This philosophy was taken to task during the 2008 Financial Crisis…during the most turbulent times and due to previous planning our Family of Investors weathered the storm, keeping all clients portfolios intact.
At the firm, founded over 20 years ago, we have developed proprietary processes in order to give you the best opportunity of success. We create a team specifically designed and dedicated to the goals of Mid Tier Millionaires and their families. As an Independent RIA firm, we custody assets with the same custodians as the largest banks and warehouses in the country. We have access to 2,000 researchers in over 90 locations around the world managing over 4 trillion dollars. Victoria Woods, as Captain of the ship, is Primary Chief Investment Advisor and worked to design and implement one of the most comprehensive fee-based investment teams in the country, utilizing the same team of world-class institutional investment managers who possess credentials, substantial research capabilities, and long-standing records of success.
As owner of CFS she has helped clients for over 20 years, creating a successful practice by selecting clients carefully and working with CPAs, Attorneys, and Tax Strategists on long-term financial goals to ensure confidence knowing the team is all rowing in unison.
We believe an investment portfolio should be based on a thorough, objective understanding of your financial situation and goals, and that having access to a wide assortment of asset allocation approaches, portfolio strategists and investment solutions better ensures the portfolio addresses your specific circumstances. Whether you are focused on accumulating wealth, structuring the wealth you've already accumulated to meet income or other distribution needs, or some combination thereof, we are committed to making recommendations that are non-biased, reflecting only our assessment and analysis.
We guarantee that as a client of CFS you will consistently receive Premier Service delivered in a timely manner. We promise to organize the financial part of your life and develop specific communications that meet your personality and needs.
We know we are invaluable to our Clients.