OUR FOCUS

With the current state of the economy, many physicians and affluent business owners are hoping to retire on time-or early.

A problem of this magnitude and complexity requires a New Approach. Bold Action. Unconventional Thinking.

Set up a complimentary 15-minute call today to start your journey to preserving your lifestyle in retirement

WHY JOIN THE CJM FAMILY?

Not all financial advisors are created equal.

We are a fiduciary, which means we work in the best interest of our clients.

Not all investment methods are created equal.

Our investment philosophy is grounded in economic theory and backed by decades of empirical research. we are aligned with some of the brightest minds in the world of asset management, including PhD’s and Nobel Prize winning economists.

CJM’S SUITE OF PHYSICIAN-FOCUSED SERVICES

 

INVESTMENT MANAGEMENT

 

TAX STRATEGIES

 

RETIREMENT INCOME PLANNING

 

NAVIGATING THE SALE OF YOUR PRACTICE

 

INSURANCE OPTIMIZATION

 

CHARITABLE PLANNING

 

WEALTH MANAGEMENT

 

RISK MITIGATION

 

ASSET PROTECTION

 

GENERATIONAL PLANNING

 

LIFESTYLE PRESERVATION

Download a FREE Chapter of Our Book

Getting Off the Street: Investment Advice from One of the Nation’s Leading Wealth Management Advisors

Financial professionals claim to offer helpful advice, but their conflicting suggestions often lead to even greater confusion. Charlie Massimo shows us how to cut through the clutter and focus on the key ingredients of investment success.”

WESTON WELLINGTON

VICE PRESIDENT OF DIMENSIONAL FUND ADVISORS

  • What Happens As Volatility & Uncertainty Spikes Over The Next Few Months

    When I first got into the industry of advising clients, my first impression and thought process was that I had to be a great stock picker, and/or shoot for the highest possible returns for my clients…but at 22 years old what did I know. What really transformed my entire thought process for my career was...
    Read More
  • The Benefits of Innovator ETFs

    Based on our webinar a few weeks back, please watch this short video to learn the benefits and what we discussed with Innovator ETFs. The benefits of the product include: * Defined downside buffer levels * Exposure to upside performance of an index to a cap * Low cost, flexible, liquid, tax-efficient and transparent *...
    Read More
  • Getting Ahead vs. Having Enough

    Have you been trying to get ahead? I know I have been. It’s hard not to. Sometimes I feel like I need to. But there are a few problems with “getting ahead.” Ahead of who? At what expense? Can you get ahead without someone else getting behind? How far ahead? When can you stop? How...
    Read More