Meet Chatham Wealth Management, a full-service financial planning company that has served our Chatham community for over 20 years. Chatham Wealth Management is committed to crafting customized investment portfolios for each client, so they can achieve their unique financial goals in both positive and challenging economic times.
During these extraordinary times, financial planning is especially important. Life goals of formulating and executing a retirement plan, buying a home, saving for college, and navigating healthcare for aging parents are all priorities that do not disappear when times are tough.
CWM’s veteran financial planners average more than 30 years of industry experience. As a fee-only, independent wealth management firm, CWM does not sell any products; they are positioned to provide unbiased advice on investments, estate planning and any other financial questions their clients may have. They are strategically aligned with local professionals, including estate attorneys, certified public accountants, insurance specialists, and real estate agents, offering a full spectrum of services to their clients.
With offices at 10 Townsquare behind Restaurant Serenade, CWM is truly proud to be a part of the Chatham community. Their employees live and raise families in the Borough and the Township. The company is a long-standing supporter of the Chatham Education Fund, Chatham High School athletic teams, and the PTO of the Chathams. Each spring, two Chatham High School seniors work as interns in their offices, and Chatham Wealth Management is happy to sponsor recreation teams for baseball and softball team. In recent weeks, CWM has provided meals for our local front-line workers in partnership with Local Smoke BBQ. Whether helping our community or serving our clients, the Chatham Wealth Management team always understands that goals are accomplished by working together.