The Human Side of Wealth.

The 5 Essential Steps Doctors Should Take When Selling Their Practice

Taking an informed approach before, during and after you sell your practice can result in millions of dollars in savings and income.

Essential Planning for Families Impacted by Autism

Understand the long-term financial impact of your child’s autism on the entire family, how you can reduce risk, provide comfort and preserve your wealth.

The Human Side of Wealth.

AS SEEN IN:

Our Mission

To provide a reassuring sense of financial clarity and security by empowering each client to live the best life possible through an inclusive process of co-creation, guidance and accountability.

Our Mission:

To provide a reassuring sense of financial clarity and security by empowering each client to live the best life possible through an inclusive process of co-creation, guidance and accountability.

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 5 Essential Steps Doctors Should Take When Selling Their Practice.

Taking an informed approach before, during and after you sell your practice can result in millions of dollars in savings and income.

Helping Doctors Manage Wealth Featuring: Dr. Campese

Dr. Christopher Campese, NAPA Regional Director, shares how he relies on a proven investment approach to protect his hard-earned assets and secure and grow his family’s financial future.

Essential Financial Planning for Families Impacted by Autism.

Understand the long-term financial impact of your child’s autism on the entire family, and how you can reduce risk, provide comfort and preserve 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.

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.

CJM In The News

CJM In The News

724 Long Island Avenue
Deer Park, New York 11729

631.777.1030
info@cjmwealth.com

©2018 CJM Wealth Management | Disclosures