ChappelWood Financial Services marks 30 years in Oklahoma wealth management

ChappelWood Financial Services is marking 30 years in business in Edmond, Oklahoma, as founder Victoria Woods reflects on the firm’s growth, client relationships and community impact. The milestone underscores the firm’s long-running focus on retirement planning, wealth preservation and legacy strategies for high-net-worth families nationwide.

Why it matters: - ChappelWood Financial Services is turning 30 as demand grows for retirement income planning, tax strategies and legacy protection among wealthy families and business owners. - The anniversary highlights the role boutique advisory firms can play in long-term client relationships, especially during major life transitions. - The firm’s work has also extended beyond clients through philanthropy, education and local economic development.

What happened: - ChappelWood Financial Services is celebrating 30 years in business in Edmond, Oklahoma. - Founded in 1996 by Victoria Woods, the firm grew from a local advisory practice into one of Oklahoma’s best-known woman-owned wealth management companies. - The firm serves high-net-worth families, retirees, business owners and individuals across the United States. - Woods said the milestone reflects the clients, employees, partners and families who helped shape the firm’s culture and standards.

The details: - ChappelWood’s core focus includes wealth preservation, retirement income, tax strategies and legacy planning. - The company is based in the Financial District of Oklahoma at 1725 E. 15th St. in Edmond. - The leadership team includes Damon King, CFP®, Managing Partner; Meg Weist, Director of Client Services; Leah Jolliff, First Impression Manager; and Camille Smith, Executive Assistant to the CEO. - Gayle Hodges, a longtime client in Palm Springs, California, praised Woods and the team for their guidance after her husband died. - King, who joined the firm in 2014, said financial planning is about people and family stories, not just numbers. - Woods founded the Financial District of Oklahoma in Edmond, a hub designed to help financial professionals and related services work together more closely. - That concept earned Woods the Journal Record Innovator of the Year Award in 2002. - The firm received AssetMark’s inaugural Community Inspiration Award in 2015 and again in 2016, becoming the first multi-year recipient. - ChappelWood University launched in 2016 as the firm’s financial education initiative. - King leads ChappelWood University, which has reached more than 3,000 people across the United States. - Courses have included Surviving Retirement, Disinheriting Uncle Sam and Wills, Trusts, & Your Money. - ChappelWood has had an 18-year partnership with a wealth management firm managing about $180 billion in assets. - Woods has served as an Advisory Board member, RIA member and now serves on that partner’s AI board. - The firm says the partnership has helped support informed guidance and broader wealth management resources. - For more information, visit the company’s announcement.

Between the lines: - The anniversary message is as much about continuity as growth, with Woods framing the firm’s culture around service, humility and trust. - ChappelWood is positioning education and community work as part of its brand, not just an add-on to investment management. - The long partnership with a much larger asset manager suggests ChappelWood has leaned on outside infrastructure while keeping a local, relationship-driven identity.

What's next: - ChappelWood says it will keep focusing on people-first service, integrity and compassionate advice as it enters its fourth decade. - Woods said the firm expects to serve more families and help more businesses protect what they have built. - The company is signaling that future growth will center on the same client relationships and education efforts that fueled its first 30 years.

The bottom line: - ChappelWood’s 30-year milestone reflects a firm that has paired wealth management with community building, client education and a long-term view of family financial planning.