• Transparency in Everything We Do

    The Value of Transparency

    Your experience at CJM Wealth will be different from every other wealth management experience you have ever had – you will always know exactly what’s going on, when it’s going on.

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  • The Personal and The Professional

    Fusing the Gap between Your Personal and Business Planning

    Your business is the most powerful wealth accumulation tool that you have. Our ability to fuse your personal and professional financial goals makes CJM Wealth the go-to advisors for small to mid-size business owners.

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  • Three Myths About Working with an Advisor

    Becoming an Informed Investor

    At CJM Wealth Management, we want you to be able to see the difference between advisors. To achieve this perspective we need to look at three prevalent myths that exist in the financial services industry today.

CEO of CJM Wealth, Charles Massimo, is not only passionate about the investment and financial services he provides, he is committed to building a unique relationship with every client in order to ensure every personal and professional need, concern and goal is addressed when it comes to building and enhancing wealth. Whether you're planning for the next 5 years or 50 years, Charlie is sought after by successful business owners because his proven investment strategies enable clients to maximize their potential and retire while keeping their business, and nest egg, growing. Discover the CJM Way and learn how CJM Wealth's personalized approach to wealth management can make a difference in your life and practice.

Latest News From Our Blog

America’s 2014 Select Financial Advisors


Melville, NY, February, 3, 2014 – Conquest Press has named Charles Joseph Massimo to their ‘2014 America’s Select Financial Advisors Book’. The nation’s top financial advisors were invited to apply for acceptance in this book. These Financial Advisors are among the chosen few that have met the strict qualifying criteria in order to be included. […]

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