CJM News

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.
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...
CJM 2018 Year in Review

Video: CJM 2018 Year in Review

This year, CJM Wealth Management celebrated 15 years in business. “We’ve come a long way since our beginning in 2003. I started this company with nothing but a desk, phone, computer, a lot of hope, even more optimism, and the belief that CJM could manage wealth better; with integrity, transparency, and honesty,” said CJM CEO,...
Making Sense of Market Volatility

Video: Making Sense of Market Volatility

CJM Wealth Management takes a unique approach to helping clients tackle the unpredictable nature of the stock market. Although market volatility is certainly not a welcome issue, our client’s worry less about what the market does due to our disciplined approach, and structured investment philosophy.
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