CJM Wealth Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

CJM Wealth Management is a financial services firm based in Deer Park, New York, founded in 2003 by Chief Executive Officer Charles Massimo. The firm serves ultra-affluent individuals, owners of closely-held businesses, physicians, professional athletes, and families with autistic children, delivering a holistic, integrated approach that emphasizes open communication and transparency in pursuit of wealth preservation and asset optimization. Its investment model is grounded in financial theory and is supported by discovery processes, portfolio construction, active indexing, and ongoing monitoring, complemented by tax management and estate planning delivered through a network of qualified professionals.

CJM manages client portfolios, retirement plans, and captive insurance programs, with an emphasis on low, fully disclosed fees and a client-centric, non-Wall Street orientation. The company positions itself as a boutique advisory within the broader financial services industry, distinct in its focus on its stated client base and its approach to communications. The firm’s assets under management are described as substantial, reflecting its role as a noteworthy participant among independent wealth management providers in the region. A recent development noted is the firm’s acquisition by Wealth Enhancement Group in 2020, indicating a significant milestone in its corporate history.

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