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

  • Why Tax-Loss Harvesting Is A Good Idea

    Over the last few weeks, the CJM team has been busy rebalancing our client portfolio’s and tax loss harvesting. So what exactly is tax-loss harvesting? It’s basically realizing a capital loss while maintaining the same exposure. For instance, if in your portfolio, there is a US equity fund with a $50k loss, you can sell...
    Read More
  • What Exactly Is Security? Do You Feel Secure…

    Something to think about – here’s a paradox: 1- We all know people who have more money than they will ever need, but are totally insecure. 2- We all know people who have almost nothing, but are totally secure. The conclusion this forces me to draw is that if security exists at all, it is...
    Read More
  • What Is The Best Way To Manage Market Volatility?

    Usually, when equity markets decline it gathers momentum, as we have seen of late, to the delight of financial journalism, which seems to always want to harp on the negativity and never look for the positive. The current market environment, as scary as it seems, is consistent with the later stages of a decline. At...
    Read More