CJM News

Forbes: Five Simple New Year’s Resolutions for Business Owners

Setting small, short-term goals for the new year is an excellent way for business owners to create momentum, and it can help set the tone for the next 12 months.
CJM Team with Dr. Christopher Campese

CJM Wealth Management Attends PostGraduate Assembly in Anesthesiology

CJM Wealth Management recently attended the PostGraduate Assembly in Anesthesiology (PGA73). The event was a huge success, with thousands of anesthesiologists from all over the world in attendance, encompassing some of the brightest minds in the industry.

Seeking Investments? 14 Smart Ways To Stand Out

As a member of the Forbes Business Council, our CEO Charles Massimo shared some advice on how business owners can stand out when engaging with investors.

Should You Take Advantage Of A Charitable LLC?

Should you take advantage of a Charitable LLC? Although famously utilized by billionaires, this unique strategy is not just for the ultra-wealthy.
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...
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