Tailored Planning

We are a planning-based firm that uses a process we have refined over several decades.

We start by taking the time to understand your vision and goals, family dynamics, risk tolerance, and complete financial picture. We then create a customized plan with recommended wealth and investment solutions to pursue your goals – and continuously monitor and advance your portfolio together.

At each stage, our focus is to provide the absolute best access to investments, planning tools, communication, and service.

Exceptional Service

We believe the most effective way to achieve consistent, long-term results is by delivering an exceptional service experience and establishing trusted and collaborative relationships with you and your family.

We also coordinate with your estate attorney, accountant, and other advisors to tie the pieces together.

Complete & Customized Services

  • Financial Planning

  • Investment Management

  • Cash Management

  • Retirement Planning

  • Tax Management

  • Trust & Estate Planning

  • Insurance Solutions

  • Philanthropy Strategies

World-Class Resources

Our independence allows us the freedom to continuously study and align the best solutions, tools, and resources from across the industry.

We have chosen BNY (Bank of New York) Mellon Pershing, the largest custodian in the world, to custody our client assets. BNY Mellon custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years.

Pershing and Chappell Wealth Management are separate, unaffiliated companies, not responsible for each other’s services or policies. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Pershing works behind the scenes for our firm to provide clearing, custody and other brokerage services.

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