Our Firm
Stephen Chappell offers customized financial consulting on a fee basis through Raymond James Financial Services Inc. Stephen integrates and coordinates the disciplines of specialists such as CPAs, attorneys, brokers and insurance agents. His services are highly individualized with plan design. His services are designed for successful high net worth people who either lack the time, inclination or knowledge to actively mangage their own financial affairs.
To our Clients, We Pledge:
- To act with honesty and integrity. We will seed to avoid real or perceived conflicts of interest and will offer full disclosure.
- To be competent. With an emphasis on continuing education, we seek to deliver quality services with the necessary skill and knowledge
- To be fair in determining the value of our services and the method of our compensation. This entails taking into consideration time, skill, experience, and special circumstances in providing our services
- To be dilegent. We seek to be both prompt and thorough, providing a process that includes ongoing monitoring of investments
- To be prudent. Not only do seek to be a prudent steward of your investments but also to know the limits our experience. We will refer you to others in connection with issues beyond our knowledge and skills
- To respect your privacy. We will disclose information to others expect when authorized or otherwise legally obligated to do so.
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