The Human Side of Wealth Management.

The Human Side of Wealth Management.

Our Mission is Simple.

To help you and your family live the life you choose, protect and grow your wealth and secure your legacy.

Our Mission is Simple.

To help you and your family live the life you choose, protect and grow your wealth and secure your legacy.

The CJM Experience

At CJM, the “human side” always comes first. That’s why we listen. With a relentless passion for people over profits. We build empathy, trust and transparency into everything we do, especially our relationships. Becoming a trusted advisor to each valued client. When it comes to your wealth, we invest in an entirely different way. One that is proven and time-tested. Giving you better performance with lower risk over the long term. Let us show you how.

Individuals & Families

A proven approach to investing combined with multifaceted advisory services.

Individuals & Families

A proven approach to investing combined with multifaceted advisory services.

Unique Expertise

In addition to our core wealth management capabilities, we have unmatched expertise serving the unique needs of physicians, families impacted by autism and business owners.

Doctors

Low-risk ways to grow wealth, optimize the sale of your practice and plan for retirement.

Families of Autism

Planning for the special financial needs of autism and the impact on your whole family.

Business Owners

When your business is your family’s future, you must secure and grow your wealth.

The CJM Approach

Our CEO Charles Massimo discusses the CJM approach to investing and client relationships. And why he left Wall Street after two decades to start his own firm.

GETTING OFF THE STREET

SANE INVESTMENT ADVICE FROM ONE OF THE NATION’S LEADING WEALTH MANAGERS.

Not only do we practice what we preach, but our CEO wrote the book on it. Literally. In Getting Off the Street, an Amazon #1 bestseller, Charles Massimo shares his experience from two decades at major financial firms. Find out what Wall Street is hiding and what that means to you.

Getting Off The Street is available online amazon.com, barnesandnoble.com, and indiebound.org in both hard copy and eBook editions for Amazon Kindle, Apple iBooks, Barnes and Noble Nook and Indiebound Kobo.

724 Long Island Avenue
Deer Park, New York 11729

631.777.1030
info@cjmwealth.com

©2018 CJM Wealth Management | Disclosures