Oklahoma: A Story Through Her People
A full-color photography book showcasing Oklahoma paired with the histories of companies, institutions, and organizations that have made the state great.
A full-color photography book showcasing Oklahoma paired with the histories of companies, institutions, and organizations that have made the state great.
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CHAPPELWOOD<br />
FINANCIAL<br />
SERVICES<br />
Below: Left to right, Victoria Woods<br />
with <strong>Oklahoma</strong> Governor Mary Fallin.<br />
ChappelWood Financial Services is an<br />
independent registered investment advisory<br />
firm that has been built on client relationships,<br />
reputation, and consistency. The firm<br />
prides itself on commitment, creativity, and<br />
responsiveness to clients, including efforts to<br />
assist clients in cutting operating expenses<br />
and taxes while finding the most effective<br />
means to achieve goals.<br />
Services include a complete analysis of<br />
each client’s financial and insurance needs,<br />
selection of the most suitable strategist and/<br />
or products, and periodic reviews of each<br />
portfolio. ChappelWood, celebrating twentyfive<br />
years in business, emphasizes education<br />
through seminars and their proprietary<br />
processes. Highly respected specialists in the<br />
field of elder law, tax and trust attorneys are<br />
retained to serve as clients’ partners to create<br />
solutions that meet specific needs.<br />
“Provision of the finest products and<br />
investment solutions with premiere and personalized<br />
service ensures clients’ confidence<br />
in our resources for financial advice,” says<br />
CEO and Chief Investment Advisor Victoria<br />
Woods. Woods knows “the open architectural<br />
platform with aggregation capabilities is best<br />
for our clients, mid-tier millionaires.<br />
“Our mission is to work as a team, continuously<br />
striving to improve our performance<br />
in order to meet the needs of our clients,<br />
employees, suppliers and community. We are<br />
the leader in service and relationships.<br />
Nobody beats our service. Nobody.”<br />
The firm’s relationships are with custodians<br />
available to the largest banks and warehouses;<br />
they have access up to 2,000 researchers that<br />
manage $4 trillion in over ninety locations<br />
worldwide. With the best and brightest,<br />
ChappelWood has achieved a remarkable track<br />
record of success providing a team for consistent<br />
monitoring. This team “sits on the same<br />
side of the table” with the firm’s clients, creating<br />
personalized investment policy statements.<br />
“An investment portfolio should be based<br />
on a complete objective understanding of<br />
each client’s financial situation and goals,<br />
with access to a universe of asset allocation<br />
approaches, portfolio strategists, and investment<br />
solutions that addresses each client’s<br />
specific circumstances,” Woods explains.<br />
“This is exactly what we provide.”<br />
In 1989 the operations for ChappelWood<br />
began in a spare bedroom in Woods’ home.<br />
The goals were to grow strategically and<br />
build a CFS permanent location. The 1995<br />
bombing in <strong>Oklahoma</strong> City changed the firm’s<br />
course to converting a bank building, which<br />
changed again with the addition of a new<br />
Lowe’s and Target in Edmond. These events<br />
created the opportunity to envision and found<br />
the Financial District of <strong>Oklahoma</strong>.<br />
Both Woods and the company have earned<br />
numerous honors and awards throughout the<br />
years. ChappelWood and Woods have contributed<br />
actively to community and charitable<br />
causes including “Tomorrow’s Edmond,”<br />
the 1995 White House Conference on Small<br />
Business, and served as chairperson for the<br />
American Heart Association.<br />
Woods is known as The Financial Diva and<br />
has written the book, It’s All About the $Money,<br />
Honey! Additional information can be found at<br />
www.financialdiva.com; www.chappelwood.com<br />
and www.financialdistrictok.com.<br />
O K L A H O M A : A S t o r y T h r o u g h H e r P e o p l e<br />
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