At CWM, each client is unique and every client is important. Planning for the future. Protection for your wealth. A Personal Touch for every client. That's CWM.
Chatham New Jersey
Joined June 2013
- Tweets511
- Following183
- Followers111
- Likes77
Pinned Tweet
5 MISTAKES INVESTORS MAKE WHEN HIRING A #FINANCIALADVISOR
Are you working with a fiduciary that creates a comprehensive financial plan? If not, see why you might want to work with Chatham Wealth Management's Certified Financial Planners® : chathamwealth.com/cwm-team
ALT You need a customized financial plan | Chatham Wealth Management
ALT Why you should work with a fiduciary | Chatham Wealth Management
ALT Are you making this mistakes when hiring an advisor? | Chatham Wealth Management
ALT How can we help you plan for your future? | Chatham Wealth Management
Congrats to Molly Chazen - Chatham Wealth Management Athlete of the Week. A senior field hockey forward, Molly is Chatham High's all-time points leader!
tapinto.net/towns/chatham/se…
Congratulations Milo Semioli for being selected as our Athlete of the Week for his role(s) for CHS football! Read on for the whole story!
tapinto.net/towns/chatham/se…
Some financial deadlines for 2026 are quickly approaching. Here's a reminder of some key dates to note, so you act now to keep your finances on track.
Congrats to Charlie Stanley! He is our Athlete of the Week for staying low, stepping up and making tackle after tackle for CHS football! 14 tackles in 2 games! Read his full story here:
tapinto.net/towns/chatham/se…
Introducing our new quick-take video series: "Two Minutes with the Two of Us." Join Brian McGeough and Rob Moskowitz as they share timely, impactful financial insights—all in just two minutes.
In this premiere episode, Brian and Rob discuss Portfolio Rebalancing and managing Asset Allocation Drift in today's market.
Want to see how asset drift might be impacting your own investments? Reach out today to schedule a portfolio review or dive deeper into these strategies with our team.
Link to video: chathamwealth.com/blog/mvtjm…
Link to contact us: chathamwealth.com/contact
Congrats to Sophia Burgo! She is our CWM Athlete of the week. A leader on CHS Cross-Country team, she is loving her sport and having what looks to be a season to remember! Read the whole story here:
tapinto.net/towns/chatham/se…
Congrats to Lucy Arps, our CWM Athlete of the Week! - 25 Goals and 30 Assists in 56 Games for the Chatham Girls Soccer Team - and that's only the start of the story! tapinto.net/towns/chatham/se…
Congrats Georgia Lee, our CWM Athlete of the Week - a standout on the field hockey field plus so much more.. Read the story here:
tapinto.net/towns/chatham/se…
As part of our Essential Financial Facts for 2026 - some facts around Retirement Planning! Consider contributing now if you have not reached your contribution limits! Reach out today to make an appointment to review your specific details.
chathamwealth.com/contact
Chatham Wealth Management Athlete of the Week is back again this year! We love celebrating our Chatham High School athletes and reading their stories throughout the school year. TAPinto Chatham Chatham Editor, Ed Barmakian selects the athlete and writes the stories. We support that effort and are grateful for a partnership that supports Chatham's young people.
Ed started up last week highlighting Ryan Hogan! With everyone back in town, please see the first story you might have missed!
tapinto.net/towns/chatham/se…
As part of our Essential Financial Facts for 2026 , some facts around gifting and estates. It's best to plan around gifting and estate planning. Reach out today to make an appointment to start that conversation!
From time to time, we want to share with you some essential financial facts & dates to keep in mind for the rest of this tax year 2026 - so you can make the most of your 2026 financial plan. Here's our first.
Happy 4th of July weekend from all of us at Chatham Wealth Management! Wishing you and your families a wonderful, safe holiday filled with great company and celebrations.
Chief Investment Strategist and advisor, John Lui, released his latest "Lui's Lowdown on the Stock Market" today. Today he offers his commentary," The Devil is in the Details". Check out this and all John's commentaries on our blog page: chathamwealth.com/blog/mvtjm…
A Note on the Passing of Alan Greenspan - Dan offers his thoughts on and favorite quotes by the longtime Federal Reserve chairman. Use this link to his blog:
chathamwealth.com/blog/mvtjm…
CWM and Good Grief - good together. Learn about their good work and donate today: good-grief.org/
