Business Details
26 Years
experience
Your Trusted Partner for Investment Management Solutions
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, our team of accessible financial experts works closely with a select group of clients who want fully customized, fiduciary advice and portfolio management. Since 2000, we have been giving clients the attention they deserve, with portfolio managers averaging over 35 years of investment management experience. Our fee-only model avoids conflicts of interest, ensuring we prioritize client needs above all else.We specialize in planning for the future, protecting wealth, and providing a personal touch through services like retirement income planning, elder planning, tax strategies, and wealth preservation. Our disciplined investment philosophy focuses on owning high-quality companies while removing emotional impulses from decision-making. Clients benefit from direct access to decision-makers, weekly market updates, and a commitment to transparency and long-term partnerships.
Services
Investment Management
Financial Planning
Retirement Income Planning
Tax Planning
Wealth Preservation
Details
- Year established: 2000
Highlights and features
- We offer over 35 years of investment management experience with personalized strategies.
- Our fee-only model eliminates conflicts of interest and prioritizes client needs.
- We provide direct access to decision-makers and dedicated financial advisors.
- Customized portfolios focus on long-term growth while mitigating market volatility.
- Weekly market updates and transparent communication ensure informed investment decisions.
Associations and certifications
- SEC
What people say
Personalized attention
Decades of experience
Fiduciary commitment
Boutique setting
Transparent communication
Services
Investment Management
Our customized investment management services focus on constructing diversified portfolios tailored to individual risk tolerance and financial goals. Using a core-and-satellite approach, we allocate assets across domestic and international equities, bonds, and specialized products. With daily portfolio monitoring and rebalancing, we aim to grow wealth while mitigating market volatility through disciplined, emotion-free strategies.
Financial Planning
We provide comprehensive financial planning that addresses retirement income, tax optimization, estate preservation, and intergenerational wealth transfer. Our CERTIFIED FINANCIAL PLANNERS collaborate with attorneys and accountants to create living documents that adapt to life changes, ensuring clients maintain financial security through evolving personal and economic landscapes.
Retirement Income Planning
Our retirement income planning service helps clients bridge the gap between expected income sources and lifestyle needs. We analyze social security, pensions, and other assets to design sustainable withdrawal strategies while incorporating tax-efficient investment vehicles and risk management techniques to ensure long-term financial stability during retirement years.
Wealth Preservation
Through wealth preservation strategies, we focus on protecting accumulated assets from market downturns and unnecessary risks. Our approach combines diversified core investments, satellite market opportunities, and risk management techniques like concentrated stock mitigation to maintain capital integrity while pursuing growth aligned with client objectives.
Tax Planning
Our tax planning services identify deductions, exemptions, and credits to minimize tax liabilities. We integrate tax-efficient investment strategies with charitable giving plans and retirement account management, working closely with clients' accountants to ensure compliance while maximizing after-tax returns across both current and future financial scenarios.
People
Dan Moskowitz
President and Chief Investment Officer
With over 35 years of investment management experience, Dan leads portfolio strategy and decision-making. He specializes in constructing diversified portfolios and developing long-term investment approaches that prioritize client goals over market trends.
John Lui
Managing Director and Chief Investment Strategist
John oversees investment strategy and market analysis, leveraging his expertise in navigating institutional capital markets across economic cycles to guide clients through volatile periods with disciplined approaches.
Brian McGeough
Senior Relationship Manager
As a CFP professional, Brian focuses on client relationships and financial planning, helping clients address retirement income gaps and coordinate comprehensive wealth management strategies tailored to individual needs.
Questions
What sets Chatham Wealth Management apart from other advisors?
We combine over 35 years of experience with a boutique, client-first approach, avoiding commissions and product pipelines to deliver truly customized, fiduciary advice.
How does your fee-only model benefit clients?
Our fee-only structure eliminates conflicts of interest, ensuring recommendations align solely with client needs rather than third-party incentives or product sales.
What investment philosophy guides your strategies?
We focus on owning high-quality companies with strong balance sheets through a disciplined, emotion-free approach that prioritizes long-term growth and capital preservation.
How often do you review and adjust investment portfolios?
Portfolios are monitored daily and rebalanced as needed based on market changes, economic indicators, and evolving client circumstances to maintain strategic alignment.
What financial planning services do you offer?
We provide comprehensive planning covering retirement income, tax optimization, estate preservation, charitable giving, and intergenerational wealth transfer strategies.
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