Chatham Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chatham Wealth Management provides discretionary investment management and related financial planning advice to individuals, trusts, corporations, and pension/profit-sharing plans through separately managed accounts. The firm also offers ancillary, non‑securities financial advice at clients' request, and acts as a fiduciary when advising on retirement account rollovers.
The firm builds tailored portfolios using fundamental, technical, and cyclical analysis and monitors and rebalances accounts on an ongoing basis. Unlike many peers, Chatham routinely employs derivatives in separately managed accounts — including options and structured products — and discloses the attendant risks and tax considerations to clients.
Chatham manages a multi‑hundred‑million dollar asset base while operating with a small advisory team and generally requires discretionary trading authority. It also uses standing letters of authorization to effect third‑party transfers (creating limited custody procedures) and participates in an institutional custodial program and advisor referral network with Charles Schwab, arrangements the firm discloses as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% annually $2,500,000+: 0.60% annually
Account minimum: $500,000
Main office
10 Townsquare, Suite 100
Chatham NJ 07928
Advisors at this office
4
Most active in
California · Colorado · Delaware · Florida · New Hampshire · New Jersey · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Texas
Also doing business as
Chatham Wealth Management · Raab & Moskowitz Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel M
CFP®, Series 63
Chatham, NJ
Chatham Wealth Management
Daniel Moskowitz is a CFP® with 15 years of industry experience and has been with Chatham Wealth Management since 2000. He holds a Series 63 license and is based in Chatham, NJ. Chatham Wealth Management is a four-advisor team managing approximately $601 million in discretionary assets, serving individuals, high-net-worth investors, trusts, corporations, and retirement plans. The firm offers tailored portfolio management that includes a range of instruments such as options and structured derivatives, with ongoing monitoring conducted under discretionary authority.
Robert M
Series 63, Series 65
Chatham, NJ
Chatham Wealth Management
Robert Moskowitz is a financial advisor at Chatham Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Investment Management Services LLC, PGIM Investments LLC, and Pruco Securities LLC. Chatham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios and frequently incorporates derivatives such as options and structured products in its strategies.
John L
Series 65
Chatham, NJ
Chatham Wealth Management
John Lui is a Series 65 registered advisor with 18 years of industry experience. He has worked at Chatham Wealth Management since 2010 and was previously with Alpha Solutions Investment Advisors from 2011 to 2025, as well as UCB Asset Management from 2007 to 2009. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios and routinely employs derivatives, including options and structured products, while disclosing related risks and tax considerations to clients.
Gerard M
Series 63, Series 65
Chatham, NJ
Chatham Wealth Management
Gerard Mcgeough is a financial advisor at Chatham Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chatham Wealth Management since 2017. His prior experience includes roles at O'Neil Securities, Incorporated, and William O'Neil + Company, each since 2016. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build tailored portfolios and utilizes derivatives such as options and structured products in managed accounts.
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