CJM News

Exclusive Women’s Only Roof Top Event

Join CJM Wealth Management for our second annual, exclusive Women’s Only Roof Top Event at The Mansion at Oyster Bay on Tuesday, September 10, at 12:30 p.m.

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."
Cybersecurity

4 Easy Cybersecurity Steps 401(k) Plan Participants Can Take Today

Read through our quick list of easy-to-implement, but still very applicable, best practices to help plan participants protect their 401(k) plan.
Social Security Webinar

Webinar: Social Security Benefits

On Wednesday, May 22, CJM hosted an informative, one-hour Webinar, discussing the five most common mistakes people make when claiming Social Security Benefits. The Webinar was the first of our ongoing Webinar Series, and was a huge success. We look forward to hosting many more educational events for our family of clients and friends. Stay...

Beauty and The Beast

As parents, we all have moments that make us so incredibly proud, and we can probably remember each and every one of them. For me, the night of Thursday, May 30, 2019, was one of the highlights of my life.

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.
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