Chatham Wealth
Clients & Services
Who We Serve
Professionals Nearing Retirement
As retirement approaches, enjoying the fruits of your labor without financial stress is essential. Chatham Wealth Management specializes in guiding professionals through the complexities of retirement planning. We develop customized strategies that align with your goals, from managing investments to optimizing income streams. Our holistic approach ensures you can confidently embark on your next chapter with a clear and secure financial roadmap.
Small Business Owners
Running a business is challenging, and planning for its future can be daunting. Chatham Wealth Management works with business owners to unlock their business's full potential, ensuring maximum value and cash flow. We provide strategic advice on succession planning, preparing your business for generational transfers, or positioning it for acquisition. Our goal is to secure your legacy and ensure a smooth transition that reflects your vision and hard work.
Affluent Families with Financial Complexities
Affluent families often face unique challenges with estate planning and generational wealth transfer. Chatham Wealth Management understands these complexities and is dedicated to preserving your family's wealth and legacy. We create plans that address your specific concerns, from minimizing tax liabilities to establishing trusts and foundations. Our approach ensures that your wealth is managed and transferred according to your wishes, providing peace of mind for you and future generations.
Our Services
Retirement Plan Consulting
Retirement Plan Consulting designs and manages effective retirement plans tailored to employees' needs, ensuring compliance and maximizing benefits. These plans attract top talent and empower employees to confidently plan for their future.
Financial Planning
Financial Planning creates a strategy for managing finances, including budgeting, saving, and investing. It provides a roadmap to achieve financial goals and navigate life's complexities with expert advice.
Estate Planning
Estate Planning ensures your assets are distributed as desired, minimizing taxes and legal issues. It includes drafting wills, establishing trusts, and designating beneficiaries to safeguard your legacy and provide peace of mind.
Retirement Income Distribution
Retirement Income Distribution strategies balance withdrawals with investment growth to ensure savings last throughout retirement. This involves optimizing income sources like Social Security, pensions, and investments for financial stability.
Education Planning
College Planning helps families prepare for higher education costs through savings plans, financial aid, and informed school choices. It ensures students can pursue their academic goals without overwhelming debt, securing a solid future foundation.