Chatham Wealth Management

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Chatham Wealth Management Get the attention you deserve. At CWM, each client is unique and every client is important. Get the attention you deserve at Chatham Wealth Management.

Our team works to ensure that every client feels like their prosperity is our priority. CWM is a 20+ year independent Fee-only investment advisor in Chatham, NJ. At Chatham Wealth Management, each client is unique and every client is important. 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. 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. Planning for the future. Protection for your wealth. A Personal Touch for every client. That’s Chatham Wealth Management. https://www.chathamwealth.com/

Congratulations Milo for being selected as our Athlete of the Week for his role(s) for CHS football! Read on for the who...
10/16/2026

Congratulations Milo for being selected as our Athlete of the Week for his role(s) for CHS football! Read on for the whole story!

CHATHAM, NJ – Editor

Some financial deadlines for 2026 are quickly approaching. Here's a reminder of some key dates to note, so you act now t...
10/13/2026

Some financial deadlines for 2026 are quickly approaching. Here's a reminder of some key dates to note, so you act now to keep your finances on track.

Today we published a Q3 2026 Market Recap, written by our President and CIO, Dan Moskowitz. Use the link below to find ...
10/08/2026

Today we published a Q3 2026 Market Recap, written by our President and CIO, Dan Moskowitz. Use the link below to find this and all our commentaries.

Every month we offer a timely commentary on the markets, financial planning or retirement topics. After you read Dan's latest, please browse our blog pages for any topic that resonates with you.

Reach out with any questions or if you'd like to schedule a meeting before year end!

https://www.chathamwealth.com/blog/mvtjmswh88gidg1lyenmi4c0m76ma2-8trrd-n3jpa-g3ja8-hfrrd-928pe-a3s7t

Join us in saying Congrats Charlie! He is our CWM Athlete of the Week!
10/08/2026

Join us in saying Congrats Charlie! He is our CWM Athlete of the Week!

CHATHAM, NJ – Editor

10/02/2026

Introducing our new quick-take video series: "Two Minutes with the Two of Us." Join Brian McGeough and Rob Moskowitz as they share timely, impactful financial insights—all in just two minutes.

In this premiere episode, Brian and Rob discuss Portfolio Rebalancing and managing Asset Allocation Drift in today's market.

Want to see how asset drift might be impacting your own investments? Reach out today to schedule a portfolio review or dive deeper into these strategies with our team.

Use this link to talk more or schedule a meeting: https://www.chathamwealth.com/contact

Congrats to Sophia Burgo! She is our CWM Athlete of the week. A leader on her Cross-Country team, she is loving her spor...
10/01/2026

Congrats to Sophia Burgo! She is our CWM Athlete of the week. A leader on her Cross-Country team, she is loving her sport and having what looks to be a season to remember! Read the whole story here:
https://www.tapinto.net/towns/chatham/sections/sports/articles/chatham-wealth-management-athlete-of-the-week-sophia-burgo?fbclid=IwY2xjawUrawRleHRuA2FlbQIxMQBwZG9mAWJyaWQRMWs5aXlYWkc3SEZaUW1nUTlzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEe9EPyLbcZts0_T98kzal803cGcpPp8UQHtxDAAIKulAeHq93lHfdBMeyyAHM_aem_sU2qf8UHHQ-JJr6yhBhVyA

As part of our Essential Financial Facts for 2026 - some facts around Retirement Planning! Consider contributing now if ...
09/09/2026

As part of our Essential Financial Facts for 2026 - some facts around Retirement Planning! Consider contributing now if you have not reached your contribution limits! Reach out today to make an appointment to review your specific details.
https://www.chathamwealth.com/contact

Chatham Wealth Management Athlete of the Week is back again this year! We love celebrating our Chatham High School athle...
09/08/2026

Chatham Wealth Management Athlete of the Week is back again this year! We love celebrating our Chatham High School athletes and reading their stories throughout the school year. TAPinto Chatham Chatham Editor, Ed Barmakian selects the athlete and writes the stories. We support that effort and are grateful for a partnership that supports Chatham's young people.

Ed started up last week highlighting Ryan Hogan! With everyone back in town, please see the first story you might have missed!

https://www.tapinto.net/towns/chatham/sections/sports/articles/chatham-wealth-management-athlete-of-the-week-ryan-hogan

Address

10 Town Square/Suite 100
Chatham, NJ
07928

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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