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Comprehensive Financial Planning

Client Centered

Chatham Wealth Management’s approach to planning involves the development of a customized, comprehensive financial plan.   At no additional cost or fee, we provide a holistic, conflict free (we do not sell products) method that aligns our clients core values to their unique financial “wealth” being. We remain steadfast in educating, informing and empowering our clients to make the best financial decisions specific to their needs.

We have two in-house Certified Financial Planners (CFP®) that gather all pertinent information to help construct a plan. Not only do we provide guidance on areas such as wealth preservation, estate planning, tax planning, charitable planning and retirement income planning, we have developed strategic relationships with subject experts (estate attorneys, CPA’s and insurance specialists) who complement our relationship with our clients.    

Your success is our success.   Allow us to become your most trusted financial advisor!    

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