The CJM Difference

Our Personalized Approach

At the core of our process is our intimate personal interest in fully understanding what is most important to you in order to exceed your expectations and earn your trust each day. We provide you with a reassuring sense of financial clarity and security by empowering you to live the best life possible through an inclusive process of co-creation, guidance and accountability. Although we enjoy working with affluent families and individuals from all walks of life, we have a keen focus in serving the unique needs of Physicians, Business Owners and Families Impacted by Autism.

“CJM is in the unique position to offer our clients the personalized care of a small boutique financial firm with the influence and reach of a big Wall Street bank.”

Charles Massimo
Charles Massimo
Founder and CEO

Physician Focus

As a successful physician, you have invested years in building your career and your wealth. Just as you work diligently to treat the whole person, we treat all of your wealth management issues using a comprehensive, holistic approach to financial wellness.

Business Advisory Solutions

Our Business Advisory Solutions division has helped many successful business owners to significantly reduce overhead expenses, taxes and exposure to risk. Using advanced tax strategies, which have been tested and proven, we help business owners increase cash flow and improve their bottom line.