ChappelWood Financial Services

EST. AUM
$113,083,313

CONTACTS

CLIENT ACCOUNTS
372

Firm Details

Metro area Oklahoma City
CRD Number 134318
Website chappelwood.com
Client types

Overview

ChappelWood Financial Services is an Edmond, Oklahoma-based independent registered investment advisory firm. The firm provides customized financial strategies and planning services focused on wealth preservation, retirement income, tax minimization, estate and legacy planning, insurance analysis, and specialized planning for individuals, families, business owners, trusts, retirees, and pre-retirees.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

ChappelWood Financial Services

Platform Details

Investment Preferences

Alternative Activity

Address

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