Planning for the future. Protection for your wealth. A Personal Touch for every client.
Why choose Chatham?
Get the attention you deserve at Chatham Wealth Management
At CWM you don’t just feel important, you are important.
A million dollars used to be a fortune. We believe it should still be treated like one. Too many investors are not given the time and attention at big firms. At CWM, every client is important and is treated as such.
You get to be a well-informed investor without investing your time
Staying well-informed is a full time job. Do you have that kind of time? Let the team at CWM do the valuable research to keep on top of the markets and any required changes to your portfolio
At the heart of every decision is YOU.
With large firms, it’s easy to feel anonymous in a sea of thousands of clients. CWM is an intimate, boutique firm where you are treated as a person, not a portfolio.
Planning for the future. Protection for your wealth. A Personal Touch for every client.
Why choose Chatham?
Get the attention you deserve at Chatham Wealth Management.
At CWM you don’t just feel important, you are important.
A million dollars used to be a fortune. We believe it should still be treated like one. Too many investors are not given the time and attention at big firms. At CWM, every client is important and is treated as such.
You get to be a well-informed investor without investing your time.
Staying well-informed is a full-time job. Do you have that kind of time? Let the team at CWM do the valuable research to keep on top of the markets and any required changes to your portfolio.
At the heart of every decision is YOU.
With large firms, it’s easy to feel anonymous in a sea of thousands of clients. CWM is an intimate, boutique firm where you are treated as a person, not a portfolio.
Who we are
Chatham Wealth Management is an intimate, boutique firm located in Chatham, New Jersey where every client is treated as a person, not a portfolio.
As an SEC registered investment advisor, CWM’s team of accessible financial experts works closely with a select group of clients who want fully customized, fiduciary advice and portfolio management.
The firm has been serving the greater Chatham area and giving clients the attention they deserve since 2000. Our portfolio managers average more than 35 years of investment management experience and customize investment solutions for each and every client.
At CWM, each client is unique and every client is important. Our team works to ensure that every client feels like their prosperity is our priority.
As a fee-only organization, we avoid conflicts of interest that can arise within broker or sales-based management companies. Our clients take comfort in the fact that we have been putting their interests first since our founding in 2000.
Who we are
Chatham Wealth Management is an intimate, boutique firm located in Chatham, New Jersey where every client is treated as a person, not a portfolio.
As an SEC registered investment advisor, CWM’s team of accessible financial experts works closely with a select group of clients who want fully customized, fiduciary advice and portfolio management.
The firm and its predecessors have been giving clients the attention they deserve since 2000. Our portfolio managers average more than 35 years of investment management experience and customize investment solutions for each and every client
At CWM, each client is unique and every client is important. Our team works to ensure that every client feels like their prosperity is our priority.
As a fee-only organization, we avoid conflicts of interest that can arise within broker or sales-based management companies. Our clients take comfort in the fact that we have been putting their interests first since our founding in 2000.
We work closely with a select group of clients who want fully customized, fiduciary advice and portfolio management from a team of accessible financial experts.
What we do all comes
down to the 3 p’s
Planning
for the future
When it comes to planning for the future, Chatham Wealth Management works with you to address many possibilities and eventualities that may come your way including:
Retirement Income Planning
Elder Planning
Estate & Legacy Planning
College Planning
Protection
for your wealth
Our experienced financial experts work toward not only growing your portfolio’s worth, but also protecting the wealth you already have. We prioritize this using strategies around:
Investment Management
Wealth Preservation
Tax Planning
Personal Touch
for every client
At the heart of CWM’s client experience is our goal to give every client the attention they deserve. This includes unique financial considerations beyond pure investment management, including:
Charitable Planning
Insurance Analysis
Weekly Market Updates
Open Communication With Advisors
Who We Serve
We work closely with a select group of high net worth clients who want fully customized, fiduciary advice and portfolio management from a team of accessible financial experts.
GET THE ATTENTION YOU DESERVE
At Chatham Wealth Management, each client is unique and every client is important. Our team works to ensure that every client feels like their prosperity is our priority.
WELL INFORMED
INVESTOR
We offer our clients our most valued asset – contact - while saving them their most treasured asset - time.
BE TREATED
LIKE A PERSON
Do you want to be treated like a person, not a portfolio?
PLANNING FOR
THE FUTURE
Planning for the future. Protection for your wealth. A Personal Touch for every client. That’s Chatham Wealth Management.
COLLABORATE WITH
PROFESSIONALS
As an SEC registered investment advisor, Chatham Wealth Management’s team of accessible financial experts works closely with a select group of clients who want fully customized, fiduciary advice and portfolio management.
At the heart of every decision is you.
Disclosures
Chatham Wealth Management is registered as an investment adviser with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable for a client's portfolio.