Business Owners, What’s Your Succession Plan?

As a member of the Forbes New York Business Council, CJM Wealth Management Founder and CEO Charles Massimo recently wrote an article titled, “Business Owners, What’s Your Succession Plan,” which was published on Forbes.com. The article discusses five key elements to help business owners get their succession plan on the right track.

To read the full article, click here.

Are you ready to experience the Human Side of Wealth?

Contact CJM today for a Complimentary Consultation.

(631) 777-1030
Send Us an Email