THE WOODLANDS, Texas--(BUSINESS WIRE)--Chappell Wealth Management is proud to announce that it has officially launched as an independent Registered Investment Advisor.
Based in The Woodlands, TX, Chappell Wealth Management is a planning-based firm committed to helping families simplify the complexities of financial life, create customized plans to achieve their unique and evolving goals, and protect and grow their wealth.
“We have always been a wealth management firm laser focused on serving the needs of families and letting wealth be a source of happiness for today and future generations,” said Brent Chappell, Co-Founder and Managing Partner. “The independent world gives us the opportunity to take that to the next level – creating a better way to do what’s best for clients.”
The firm will be led by Managing Partners Brent R. Chappell, CFP®, CIMA®, Brad C. Chappell, CIMA®, Michael W. Mills, CFP®, and Spencer D. Carlson, CFA. The experienced and credentialed partners previously worked together at Merrill where they managed over $1.4 billion in assets and were recently recognized as part of Forbes “Best-in-State Wealth Management Teams” – 2023.
“We are a family-driven business with roots that go back to 1984 and a culture built on integrity, transparency and personal service,” said Brad Chappell. “While our independent structure may be new, our planning-based approach and investment philosophy will remain constant – as will our commitment to the genuine care for the well-being of clients.”
Chappell Wealth Management is structured to deliver objective advice, tailored planning, and complete and customized services – all backed by highly personal service. To make that happen, the partners will be joined by their former Merrill teammates: Chel Larkin who will serve as Vice President & Wealth Management Advisor, and Jaymie Wendt and Brianna Warren who will each serve as Senior Client Associate at Chappell Wealth Management.
“Our clients should expect the absolute best of everything across their financial life, including investments, planning tools, communication, and service,” said Michael Mills. “We are now better aligned to do just that – using an open architecture to hand-pick solutions that make the most sense for each client. That’s a big advantage for clients.”
Chappell has partnered with top-tier resources and aligned advanced technology to help deliver an exceptional client experience, including Sanctuary Wealth and BNY Mellon Pershing. Sanctuary is an industry-leading platform for elite independent advisors that offers access to an array of infrastructure support, proprietary and non-proprietary investment vehicles, and unique opportunities. BNY Mellon custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years – and will serve as Chappell’s trusted custodian to ensure the safety of assets.
“Our alliances with Sanctuary, Pershing and others give us the best of both worlds,” added Spencer Carlson. “The safety and security of large, trusted institutions and the focus and flexibility of a dedicated team to deliver highly personal attention aimed solely on what matters most to clients. We are excited by the value we can deliver with these resources behind us.”
The firm will continue to be headquartered in The Woodlands, Texas and work with clients across the state and country.
About Chappell Wealth Management
Chappell Wealth Management is an independent advisory firm committed to helping families simplify the complexities of financial life, create customized plans to achieve their unique and evolving goals, and protect and grow their wealth. For additional information, please visit: https://chappellwealth.com/.
Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Chappell Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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.
