We are a fee-based advisory firm based in Chatham, NJ crafting individual investment solutions for high net worth individuals and families. Dan Moskowitz, our president, recently sat down to discuss Chatham Wealth Management's unique strengths. The Certified Financial Planners of Chatham Wealth Management(R) discuss why you should be investing with a fiduciary.
Chatham Wealth Management located in Chatham New Jersey is a SEC registered investment advisor serving high net worth individuals, retirement plans and trusts. The Firm and its predecessors have been in business since 1978. Our portfolio managers average more than 30 years of investment management experience, and we are dedicated to satisfying each client's personal objective.
Chatham Wealth Management located in Chatham New Jersey is a SEC registered investment advisor serving high net worth individuals, retirement plans and trusts. The Firm and its predecessors have been in business since 1978. Our portfolio managers average more than 30 years of investment management experience, and we are dedicated to satisfying each client's personal objective.
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Dan began his Wall Street career in 1988 after graduating from Springfield College with a BS in Business Management. Dan earned his Certified Financial Planner designation in 2001. Brian began his Wall Street career in 1987 after graduating from Villanova University. Brian joins Chatham Wealth Management after spending 20 years at UBS and JP Morgan where he specialized in equity investments working with clients.
As a Registered Investment Advisor (RIA), Chatham Wealth Management is a fee-only advisor providing holistic, comprehensive financial planning that drive our custom investment strategies. We do not accept commissions or compensation based on product sales which give our clients the comfort of looking after their best interests.
You work hard to build wealth so that you can provide for your family's financial needs today as well as attain your future goals, and now is the time to create a plan to grow and protect your wealth. A Chatham Wealth Management CERTIFIED FINANCIAL PLANNER professional will work with you to construct a roadmap for navigating the complex financial challenges of today and tomorrow.
Whether building a nest egg, saving for college, planning for retirement, or hoping to leave a legacy for the people and causes dearest to you, Chatham Wealth Management will be your partner offering guidance on growing your financial assets. Based in Chatham, NJ, we are your local investment portfolio management experts going beyond just acquiring stocks, bonds, and mutual funds.
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
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