For over 30 years, Ed Butowsky and the Chapwood Investments team have helped high net-worth clients by bringing clarity and understanding to their portfolios by targeting specific rates of return to meet their long-term needs.
Meet Our Leadership Team
Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios. Most clients have no idea what it is that they own and what they should expect from what they own. So, we built Chapwood Investments to give people that knowledge from a team they can trust.
What’s special about Chapwood?
What sets Chapwood Investments apart is our family office approach to client relationships. We meet with our clients quarterly to ensure everything is current. This includes updating your estate plan, managing taxes, and overseeing retirement accounts, among other things. We understand that life changes quickly, and we aim to provide top-notch service when you need it most.
Our passion lies in helping individuals identify what they need to improve their quality of life. There’s nothing more unsettling than going to bed each night worrying about how the latest news headline might affect your ability to cover everyday expenses, take a vacation, or fund your children’s education. Our goal is to empower people to lead better lives.
CHAPWOOD CORE VALUES:
Transparency means openly sharing details about fees, compensation structures, and potential conflicts of interest, which is a standard practice in the financial services industry. However, we believe in taking transparency to the next level. Our commitment to transparency is evident in our proprietary systems, which aim to allow everyday people to understand their investment plans. Furthermore, we have the capability to assess the level of risk in your portfolio and offer a transparent explanation of the precise amount of capital that is exposed to potential risk.
Integrity is a quality often professed by many, but in the investment industry, it’s the specifics that truly matter. Here at our firm, we distinguish ourselves by adhering to a set of clear principles:
- No product sales.
- No commissions.
- No charges on cash positions.
Our core focus is on helping secure the best future experience for you, recognizing the significance of each decision we make.
Expertise in the financial services industry has seen a decline over the past few decades. While commission-driven salespeople have always been present, a concerning trend has emerged: a lack of understanding regarding critical aspects like risk and investment policy in client plans. With 35 years of experience in the industry, Ed Butowsky and Chapwood Investments prioritize excellence. We leverage our knowledge gained at esteemed institutions like Wharton to ensure we possess the competence needed to secure our clients’ financial futures.
If you’re ready to start the conversation today, don’t hesitate. You can contact us at email@example.com to initiate the discussion, or you can easily schedule a Zoom meeting with us by clicking here.
Chapwood Investments, LLC is an SEC Registered Investment Advisory Firm (SEC.gov). No mention, opinion, or omission of a particular security, index, derivative, or other instrument in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing in videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.
If you’re a high-net-worth individual seeking expert financial planning guidance, our services are tailored to meet your unique needs. With a wealth of experience in the financial industry and a commitment to providing customized solutions, we are dedicated to helping you navigate the complexities of wealth management. Our team of experienced professionals will work closely with you to develop a comprehensive financial plan designed to help maximize your financial confidence and help optimize your investments. Contact us today to start a conversation about securing your financial future.