CJM Wealth Management Founder and CEO Charles Massimo was featured on the cover of the Long Island Business News issue published today, March 6-12, 2020. In an article titled Taking Stock of the Virus, he explains “You have to maintain an allocation that is good for your needs and your time frame no matter what...
CJM Wealth Management founder and CEO, Charles Massimo, was featured in a recent Newsday article titled "Small Business: How Will the SECURE Act Affect You." The article discusses the new legislation which is aimed at encouraging small businesses to offer retirement plans.
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.
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.