CJM News

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...
Financial Planning

Clients with Big Challenges, But Even Bigger Planning Needs

CJM Wealth Management CEO, Charles Massimo, was recently featured in the Financial Planning article, “Clients with Big Challenges, But Even Bigger Planning Needs,” by Amanda Schiavo. The article discusses how Massimo’s family was impacted by Autism when his two sons were diagnosed at the age of two, and how it has helped him to become...
Investment News

Adviser Builds a Niche Practice Around a Cause Dear to His Heart

CJM Wealth Management CEO, Charles Massimo, was featured in the Investment News article, “Adviser Builds a Niche Practice Around a Cause Dear to His Heart,” by Jeff Benjamin. The article talks about Massimo’s personalized level of knowledge in working with families impacted by Autism, as well as his acquired expertise in helping physicians manage their...
Charles Massimo

Stock Option

CJM Wealth Management CEO, Charles Massimo, was recently featured in the Long Island Business News article, “Stock Option,” by Gregory Zarb. The article sheds light on the Fama-French investment model being used by a small but enthusiastic number of advisors – including CJM. To learn more, and view the full article, click here.
Charles Massimo

CJM Wealth Management Named to RIA Channel List of “Top 100 Emerging Wealth Managers”

CJM Wealth Management has been named to the RIA Channel’s list of the “Top 100 Emerging Wealth Managers”. CJM ranked number 61 and now has over $400 million under management. To qualify, a firm must manage between $100 million and $500 million, and have growth of at least 30% in the past five years. The...
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