CJM News

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.
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...
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.
1 2 3 4

Are you ready to experience the Human Side of Wealth?

Contact CJM today for a Complimentary Consultation.

(631) 777-1030
Send Us an Email