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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
  • Medicare Mistakes and Myths Uncovered

    Whether you’re already enjoying retirement, or still within a few years of leaving the workforce, understanding the ins and outs of Medicare can certainly be confusing. Unfortunately, making just one mistake can truly cost you, so it’s important to be familiar with your plan, benefits, and the main rules and guidelines. Below, we have uncovered...
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  • Do You Know What Triggers a 401(k) or 403(b) Audit?

    New Laws, New Rules: The Upcoming Changes All Plan Sponsors Should Gather
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  • Volatility Worries

    During a volatile market, it's important to remember that volatility is normal. We hope this video will be informative, and help give you peace of mind during what can be a very trying time.
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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.

Autism Focus

The father of two Autistic sons, our CEO, Charles Massimo understands first-hand the complex challenges and unique opportunities your family is facing. Our team is equipped to address every concern of financial planning for families impacted by Autism, and we know from personal experience how important it is to secure your families future.