Planning for the future.

Protection for your wealth.

A Personal Touch for every client.

That’s Chatham Wealth Management.

 

Every client is treated as a person, not a portfolio.

Chatham Wealth Management is an intimate, boutique firm located in Chatham, New Jersey. At Chatham Wealth, each client is unique and every client is important. Our team works to ensure that every client feels like their prosperity is our priority.

 

Fully Customized

Fiduciary Advice and Portfolio Management

Since 2000

Serving the Greater Chatham Area for 25 years

Take Comfort

In our Fee-Based Model, Avoiding Conflicts and Putting Clients 1st.

 

OUR MISSION

We work closely with our select group of clients who want fully customized fiduciary advice and portfolio management from a team of open and accessible financial experts.

The Chatham Difference

  • 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 Chatham Wealth Management, every client is important and is treated as such. We are a team of investment portfolio management professionals with more than 35 years of experience who offer planning for the future, protection for your wealth and a personal touch to every client interaction.

  • You get to be a well-informed investor without investing your time.

    We offer our clients our most valued asset—contact—while saving them their most treasured asset—time. As part of our investment services you will be able to speak with the decision makers on your account and will have a dedicated advisor to guide you through whatever you need. Let the team at Chatham Wealth Management 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. Chatham Wealth Management is an intimate, boutique firm where you are treated as a person, not a portfolio. Through our years of experience in fixed-income equities, securities, and investment services, we have seen it all in bull and bear markets and in our clients’ lives. Our investment strategy takes the emotion out of investing to get our clients through unexpected times and help you plan for a comfortable future.

Meet the team that treats every client as

a person, not a portfolio.

Dan Moskowitz, CFP®

President and Chief Investment Officer

John Lui

Managing Director and Chief

Investment Strategist

Brian McGeough, CFP®

Senior Relationship Manager

Tucker Sandercock

Relationship Manager

Kori Willis

Client Service Administrator

Christy Hartigan

Client Services Associate

Your Prosperity is Our Priority.

Chief Morale Officer

Client Services Team

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.