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CJM WEALTH MANAGEMENT

EFFICIENT MARKETS. EXTRAORDINARY WEALTH.

Our deep knowledge and client focused service are the keys to our success.

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A PROVEN TEAM

Founded by its Chief Executive Officer Charles Massimo, CJM Wealth Management is one of the nation’s leading wealth management firms. Its success is attributable to their proven investment model, strong client commitment, open communications and transparency. CJM’s team is dedicated to growing, protecting and preserving their client’s wealth.

TILTED INDEXING

With its laser-sharp focus on the clients’ best interests, CJM follows the Fama-French Three Factor Investment Model. It holds that a portfolio’s long-term expected return is determined by three critical risk factors. This proven model is applied as part of CJM Wealth’s structured investment approach of “Tilted Indexing.”

CLIENTS FIRST

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.

READ GETTING OFF THE STREET

Written for Americans on main street, this book is the investment guide Wall Street hopes you’ll never find. Told with warmth, clarity and wisdom, Getting off the Street will help you build a common-sense portfolio to achieve your financial goals. Instead of advice that only ties back to the profitability of the brokerage firm offering it, Getting Off the Street is written by someone who always has his clients’ best interests at heart.