CJM Wealth provides a modern, clear path for your financial life that is visionary, virtuous and transparent. As a “Family Office Without Walls”, we understand, above all else, the importance of helping your money serve you and your family’s needs. CJM provides the highest form of investment strategy, tax efficiencies, estate planning, insurance strategies that provides maximum growth potential with strict risk control.
Since 2003, CJM Wealth has been helping plan sponsors operate qualified and nonqualified retirement plans. With fiduciary oversight CJM provides plan design that reduces costs for plan sponsors, increases participant enrollment and provides the most modern investment portfolio choices to ensure participants have the very best investment experience and sponsors have best in class plans under the new DOL rules.
Unlike the Wall Street investment banks and brokerages where investment “advice” is dictated by what benefits the business, not the client, at CJM Wealth Management, clients always come first. They build solid relationships based on trust and transparency. The clients first approach is a critical component to investment success.
THE CJM APPROACH
Chief Executive Officer and author of the the book Getting off the Street, discusses the CJM Wealth Management way of approaching investments and client relationships — and why he left wall street to start this industry leading firm.
#1 Institutional Plan Sponsor Platform
Using disciplined, Fama-French Model based discipline, we build customized investment portfolios to help individuals and institutions meet their goals. Our approach dynamically allocates across a wide range of asset classes including equity and fixed income to maximize investment experiences. We allow for exposure to portfolio options based on participants unique situation. CJM Wealth provides institutional models employed by the largest public institution’s and Fortune 500 companies worldwide.