ChappelWood Financial Services

ChappelWood Financial Services Your primary retirement concerns are spending time with your family, traveling, staying healthy, and enjoying life. That's what we do at ChappelWood Financial.

You want to do all these things without the fear of running out of money. Much more than asset managers,

ChappelWood broadens the conversation with clients to include customized financial solutions so that a clear plan is developed to create a life they and their families have only dreamed.

-Our firm's focus is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires.

-Ou

r Ideal Clients are those seeking an advisory firm that provides comprehensive income solutions, estate planning services, asset management services, and tax planning services from one provider.

-We specialize in Ideal Clients who are business owners, professionals, pre-retirees, and retirees seeking to organize their financial lives in order to own 100 percent of their time.

06/03/2026

Google unveiled a new AI-powered search this week. It could ruin the internet. The changes mean you'll get a traditional list of links much less often. Instead, you'll get AI-powered answers, personalized just to you. That's not the internet we know.

06/01/2026

A new federal court ruling makes clear that business owners and executives can't expect confidentiality for legal discussions with AI, as they can with human attorneys.

05/29/2026

SpaceX’s S‑1 reveals recast financials, soaring AI capex, falling Starlink ARPU and major contingent liabilities. Here are the disclosures investors should not overlook.

05/27/2026

The tech giant is making its iconic search bar bigger and more interactive so people can ask longer and more complex questions.

05/25/2026

4 in 10 Americans feel guilty about time spent relaxing, and 8 in 10 won’t use all their PTO this year. Is the idea of ‘work-life blend’ to blame?

05/23/2026

Stocks are falling after the April CPI report revealed a 3.8% rise in consumer prices. Surging energy costs due to the US-Iran conflict has fueled inflation. Investors are worried the Fed could be forced to hike rates to cool prices.

05/21/2026

Solving Millionaire Tax Problems

05/20/2026

Daniel Akst says many of his retired friends were bored. So instead, he found a way to constantly learn new things and meet new people.

05/18/2026

Most entrepreneurs enter a partnership expecting it to last, but when goals change or conflicts emerge, a business breakup can become unavoidable.

05/15/2026

Here's what's actually happening when you can't pull the trigger — and why logic alone will never fix it.

Address

Financial District Of Oklahoma 1725 E 15th Street
Edmond, OK
73013

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5am

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