Your business depends on you. That’s why you can depend on us.

Your business depends on you. That’s why you can depend on us.

Keeping it in the Family. Preserving and growing your wealth.

As a small business owner, your family’s financial security likely depends on the success of your business. That’s why protecting and growing your hard-earned wealth are top priorities. However, you face unique challenges. Not only do you need to run your business, but you need to have a solid investment approach, and a plan to secure your business and your family’s future.

Do you have a clearly defined exit strategy? If so, do you plan to sell, or do you have a succession plan? When you retire, what lifestyle would you like to live? If something happened to you, would your family and your business continue to thrive? Answering these important questions, and planning accordingly, will provide clarity and financial security, and safeguard your legacy.

Choosing the right advisors makes all the difference.

At CJM, we have expertise working with small business owners, especially family businesses. We become a trusted partner, helping you protect and grow your wealth across all facets of your financial life. We can also help you navigate the critical transition should you decide to exit your business.

Did You Know?
Most business owners do not have an integrated financial strategy that adequately prepares them for intelligent investing, exit strategy and retirement.



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,, and in both hard copy and eBook editions for Amazon Kindle, Apple iBooks, Barnes and Noble Nook and Indiebound Kobo.
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