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.
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."
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...