A complete list of active advisors currently associated with Chatham Wealth Management

Warmer can help you find a great advisor at Chatham Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Chatham Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.