Trusted Partners

Chappell Wealth Management is an SEC-registered independent advisory firm committed to helping families simplify the complexities of their financial lives. We work to preserve and grow your wealth so you can pursue the things most important to you.

We believe deeply in the power of relationships – and partner with you as true fiduciaries and stewards of wealth to protect your best interests and ensure continuity for the next generation of your family.

Family Culture

Chappell Wealth Management is a family-driven business with roots dating back to 1984 when Robert Chappell first established a practice in The Woodlands, Texas based on a genuine care for the client’s well-being.

It is this larger belief in what’s best for clients that continues to drive everything we do – and why we remain true to our “old school” values and commitment to upholding the highest standards of personal service, integrity, and transparency.

Benefits of Independence

  • Objective Advice
  • Tailored Planning
  • Expansive Solutions
  • Advanced Technology
  • World-Class Resources
  • No Corporate-Driven Agendas

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