Wealth Management

 

Here are just some of the ways we help our clients achieve their financial goals

Click On Each Topic to Learn More

Organize Your Financial Affairs

Too many accounts without a cohesive strategy? Let us help you get organized and invest your assets in a manner consistent with your financial goals.

Long-Term Investment Planning

Ready to start planning for retirement? Our wealth management professionals will work with you to decide on the right plan to fit your retirement needs and invest your assets with your interests in mind.

Retirement/Cash Flow Planning

Ready to start taking income from your investments? We’ll work with you to figure out how much you need and develop an investment plan that’s right for you.

Tax-Advantaged Strategies

Don’t want the IRS taking all your hard-earned assets? With our extensive experience working with high net worth clients, we can strategize with you to limit your tax exposure.

Diversify a Concentrated Position

Too many assets in one stock? We’ll develop and implement an investment strategy to diversify your assets while reducing the tax implications.

Liquidity Events

Selling your business? Let us walk you through the process with your financial interests in mind.


Read Chatham’s latest quarterly investment newsletter