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CJM News

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.
Charles Massimo Autism Diagnoses

Two Autism Diagnoses Made This Planner Reprioritize

Founder and CEO of CJM Wealth Management, Charles Massimo, was recently featured on FinancialPlanning.com in their Voices column. In the article, “Two Autism Diagnoses Made This Planner Reprioritize,” Massimo talks about the life lessons he learned from parenting triplets – two diagnosed at a young age with autism – and how they have helped benefit...
CJM Dynasty Alliance

Video: The CJM and Dynasty Financial Partners Alliance

CJM Wealth Management has built a platform that is very unique and exclusive, and provides clients with alliances with some of the greatest experts in the finance industry. One of our most recent alliances with Dynasty Financial Partners is not only a win for CJM, but also for our family of clients. Be sure to...
The CJM Way

Video: The CJM Way

Get to know the CJM difference with this brief three-minute video. Discover why CJM was founded, and what makes our services different from other financial planning firms.
CJM Celebrates 15 Years

CJM Celebrates 15 Years in Business

CJM Wealth Management opened shop 15 years ago. Learn about the journey from its foundation in 2003, and why the firm has grown to nearly $500 million in assets under management.
FANG Stocks

Don’t Get Bitten (or Smitten) by the FANG

CJM Wealth Management CEO, Charles Massimo, provides a portfolio update, briefly discussing the “FANG” stocks – including Facebook, Amazon, Netflix and Google. Massimo reminds viewers that investing is a marathon, not a sprint. He takes a quick look back at investment history to show that the old adage “history repeats itself” tends to be true.
Massimo family

How One Advisor Tackles the Financial Impact of Autism

Financial Advisor Magazine recently interviewed CJM Wealth Management CEO, Charles Massimo, to discuss his expertise as both a financial advisor, and father of two sons with autism. With the additional costs of autism-related health care and education averaging more than $17,000 per child, per year, proper financial planning for families impacted by autism is an...
Work - Retire

Life After Work?

CJM Wealth Management CEO, Charles Massimo, was recently featured in the Long Island Business News article, “Life After Work?” by Bernadette Starzee. The article sheds light on why many Long Islanders are working longer instead of retiring, and the importance of having an active, fulfilling retirement plan. To read the full article, click here.
Charles Massimo

Work With Special-Needs Families Underscores the Value of Planning

CJM Wealth Management CEO, Charles Massimo, was featured in The Wall Street Journal article, “Work With Special-Needs Families Underscores the Value of Planning.” As the father of two boys with autism, helping special-needs families manage their financial planning isn’t simply a professional challenge – it’s one that Massimo is living himself. That understanding has allowed...
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