Raab & Moskowitz Asset Management

Who We Are

Chatham Wealth Management is an intimate, boutique firm rooted in the heart of Chatham, New Jersey. Founded in 2000, our team of experienced financial experts has been proudly serving clients in the greater Chatham area with personalized, fiduciary guidance and portfolio management. We believe in treating every client as a person, not just a portfolio, and prioritize open communication, transparency, and a deep understanding of your individual needs.

Our Philosophy

At Chatham Wealth Management, we prioritize personalized planning and risk management to achieve your financial goals. We take a holistic approach, considering all aspects of your financial life, including retirement planning, estate planning, and wealth preservation. Our focus is on delivering customized solutions that align with your unique values, goals, and aspirations.

What We Do

We offer a comprehensive array of services to empower our clients to make informed financial decisions and achieve their financial dreams:

• Investment Management: We develop and manage personalized investment portfolios tailored to your individual risk tolerance, goals, and investment horizon.
• Financial Planning: We create customized plans that address your specific financial objectives, including retirement planning, estate planning, and wealth preservation.
• Retirement Income Planning: We guide you in maximizing your retirement accounts and planning for a secure post-career income.
• Elder Planning: We assist with developing plans to ensure your later years are financially secure and comfortable.
• Estate & Legacy Planning: We help you establish and implement plans that safeguard your assets and transfer wealth efficiently to your loved ones.
• College Planning: We provide guidance on funding your children's education costs and navigating the financial aid process.

Why Choose Chatham Wealth Management?

Choosing the right financial advisor is crucial for your financial success. Here's why you can trust Chatham Wealth Management:

• Personalized Attention: We dedicate personalized attention to each client, regularly reviewing your portfolio and plan to ensure it aligns with your evolving needs and goals.
• Fiduciary Expertise: We are fiduciaries, bound by law to prioritize your best interests and act with utmost care and integrity.
• Transparent Communication: We believe in open communication and regularly sharing updates and reports with you.
• Client-Focused Approach: We prioritize your financial goals and work in your best interests, always.

Contact Us Today

At Chatham Wealth Management, we are dedicated to helping you achieve financial success and security. Contact us today to schedule a complimentary consultation and learn how we can help you plan for a brighter financial future.