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Financial Planning Services

Holistic, Fiduciary Financial Planning Services

Investment Management

Investment Management

Our financial planning company’s customized investment portfolios go beyond just acquiring stocks, bonds, and mutual funds. Our registered investment advisors tailor our strategies to your personal finances and future goals. 

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Retirement Income Planning

Retirement Income Planning

When it comes time for your retirement you may receive income from social security, pensions, and other sources, but will it go far enough? Our fiduciary financial advisors will assess your financial needs in retirement by analyzing everything from expenses to your desired lifestyle. Your Chatham Wealth Management CFP® professional will then design a plan to help fill the gap between your expenses and expected income. The CWM team will then work together to create an investment portfolio that is inline with the financial planning goals. You have worked hard your entire life, you deserve to enjoy your retirement.

Elder Planning

Elder Planning

Chatham Wealth Management’s elder financial planning services are designed to help prepare you and your loved ones for the expenses associated with aging such as assisted living, long-term care, disability, and death.

Estate & Legacy Planning

Estate & Legacy Planning

Our financial advisors work with you and your attorneys to coordinate preserving and passing on your estate to your beneficiaries. This can include organizing assets such as: 

  • Property
  • Business Interests
  • Investments
  • Insurance Proceeds
  • Personal Effects

Similar to estate planning, our legacy financial planning advisory services help you to ensure you are passing on your estate to your heirs and establishing how and when they should receive this inheritance.

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Tax Advice & Planning

Tax Advice & Planning

Working with you and your accountants, Chatham Wealth Management’s team of financial planners will identify opportunities for deductions, exemptions, and tax credits. Our financial advisors will then recommend actions that could lower your tax burden.

Charitable Planning

Charitable Planning

Chatham Wealth Management’s financial planners are available to help you to identify when is the best time and what are the best vehicles to use when giving to charities, philanthropies, and organizations. Our fiduciary financial advisors will also help you to identify the tax implications for giving to charities and how it can potentially lower your taxable income.

Wealth Preservation

Wealth Preservation

Just as much as we want to help you to grow your wealth and assets, our fiduciary financial advisors also want to work with you to protect against market volatility and downturns. Our goal is to grow your wealth while limiting the downside risk.

Insurance Analysis

Insurance Analysis

Life is full of risks that can impact your financial future. Your financial advisor is available to help you identify your insurance needs and advise on how best to meet those needs and reduce the risk associated with a financially catastrophic event beyond your control.  Providing for your family and protecting your assets with life, health, property, disability, and long-term care insurance is an important part of your financial plan and our CERTIFIED FINANCIAL PLANNER professionals will help determine the most appropriate policies for your needs.

College Planning

College Planning

The gift of a higher education is one of the best things you can give your children and grandchildren to set them up for success throughout their lives. Your financial planner can help you establish and grow savings accounts with funds that can be specifically allocated to cover the cost of a college education.

Hassle-Free Process

Clients are assigned a dedicated relationship manager who is a financial planner to work directly one-on-one with them on their plan and coordinate their investments. With your permission, our financial advisors can also coordinate with your personal lawyers, accountants, insurance representatives, and other relevant parties to create a more comprehensive overview of your financial situation. 

Here is how our financial planning services works: 

  1. Chatham Wealth Management’s two in-house CERTIFIED FINANCIAL PLANNER professionals begin by working together with the client gathering all the pertinent information.
  2. We will then work together to determine your specific goals and needs
  3. Our CFP® professionals will create a custom plan designed for your financial and estate goals

Once your initial plan is completed it becomes a living document that is monitored and updated quickly to adapt to changes in your financial situation like inheritance, substantial bonuses, divorces, loss or reduction of income, and selling a business. Your dedicated relationship manager will also meet with you at least twice a year, or more frequently if you want, to discuss ways your personalized financial plan can better address your goals. 

Your Trusted Partners

Client Centered

Our financial planning company is a New Jersey based team of CERTIFIED FINANCIAL PLANNER professionals, investment managers, and relationship managers who work together seamlessly to help you attain your financial goals.

Fiduciary Standards

CWM is a fee only, fiduciary registered with the SEC. While our financial planners do advise on insurance, annuity, and other investment needs, we DO NOT sell any insurance or annuities and therefore do not make a commission from those products. Our only revenues comes from the fees that are based off of the assets under management

Cutting-Edge Technology

Our financial planning company utilizes industry-leading software programs to generate your individualized strategy and create action points to implement the plan.

24/7 Access to Financial Plan

Clients are given access to view their financial plan online anytime.

Accessibility

Whether in person, on the phone, or over a video conference call, our entire team will be available to help you to meet today’s necessities while planning for your dreams.

Ready to Achieve Financial Success?

At Chatham Wealth Management, we remain steadfast in educating, informing, and empowering our clients to make the best financial decisions specific to their needs. With over 35 years in the financial services industry, our New Jersey based team of financial planners will be your partners in reaching your financial goals and preparing you for the future.

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