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CJM News

ABLE Accounts CNBC

CNBC On The Money Interview with Charles Massimo

CJM Wealth Management Founder and CEO joined Sharon Epperson and Rebecca Quick on CNBC's "On The Money” to discuss ABLE Accounts.

10 Habits Of Successful Business Owners

CJM Wealth Management Founder and CEO Charles Massimo recently wrote an article titled, “10 Habits of Successful Business Owners,” which was published on Forbes.com.

CJM Wealth Management Introduces Business Advisory Solutions Division

CJM Wealth Management is pleased to announce the launch of its Business Advisory Solutions Division – a new branch of the wealth management firm that aims to help successful business owners significantly reduce their overhead expenses, taxes, and exposure to risk.

Healing The Healers

Our Founder and CEO, Charles Massimo, was recently featured in Financial Advisor Magazine in an article titled "Healing The Healers," written by Ben Mattlin, as part of the Financial Advisor Series "How I Solved It."

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...

Be ‘Biggest Advocate:’ Parents Plan Future for Adult Children with Special Needs

CJM Wealth Management Founder and CEO Charles Massimo was recently featured in the Newsday article, “Be ‘Biggest Advocate:’ Parents Plan Future for Adult Children with Special Needs,” written by Sheryl Nance-Nash. Massimo offered advice on some of the most valuable things special-needs families can do for their children, and discussed the importance of being proactive versus...
Bloomberg Radio

Charles Massimo on Bloomberg Radio

Founder and CEO of CJM Wealth Management, Charles Massimo, was recently interviewed on Bloomberg by hosts Lisa Abramowicz and Paul Sweeney. Massimo discussed the financial impact of autism, and how his not-for-profit organization, Autism Communities, hopes to provide sustainable housing options for adults with autism. To listen to the full recording, click here.
Forbes New York Business Council

Founder and CEO of CJM Wealth Management, Charles Massimo, Accepted Into Forbes New York Business Council

We are thrilled to announce that Charles Massimo, Founder and CEO of CJM Wealth Management, has been accepted into the Forbes New York Business Council. “It’s an honor to be accepted into the Forbes New York Business Council. I’m excited for the opportunity to participate in their mission to impact the business world, and the...
Dr. William Kruger

Video: Dr. William Kruger Discusses His Experience with CJM

Dr. William P. Kruger, M.D., took some time out of his extremely busy schedule to talk about his experience with CJM in this brief, two-minute video.
ThinkAdvisor

How a Father of 2 Autistic Kids Built an Advisory Niche

Founder and CEO of CJM Wealth Management, Charles Massimo, was recently featured in ThinkAdvisor in an article titled, “How a Father of 2 Autistic Kids Built an Advisory Niche,” written by Jane Wollman Rusoff. In the interview, Massimo talks about working with families impacted by autism, and how CJM helps provide a unique solution to...
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