CJM Wealth Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

Founded in 2003 by its Chief Executive Officer Charles Massimo, CJM Wealth Management is now one of the nation’s leading wealth management firms. Its success is directly attributable to CJM’s client Commitment, Communications and Transparency.
 
CJM has an unwavering commitment to serving the best interests of its clients – ultra-affluent individuals, including owners of closely-held businesses, physicians, professional athletes and families with autistic children. This mission is achieved through CJM’s holistic, integrated approach wherein warm, open communications are paramount to meeting clients’ goals of wealth preservation and asset optimization.
 
The CJM approach relies on a proven, structured investment model based on the rigorous financial science of Nobel Prize-winning economists, Eugene Fama and Kenneth French. It is backed by sound methods of discovery, portfolio architecture, active indexing, monitoring and adjusting. It incorporates effective tax management and estate planning strategies delivered by CJM’s network of highly-qualified accounting, legal, business valuation and insurance professionals.
 
With its distinct, non-Wall Street client focus, open communications and transparency, CJM stands by the performance of the estimated $450 million in assets under its management; client portfolios, retirement plans (401(k)/403(b) and pensions), and captive insurance programs – all of which achieve client objectives at the lowest, fully-disclosed fees. Delivering value through open, trusting and performance-based relationships is the hallmark of the CJM brand.
 
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