CJM News

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

$400 Million NY RIA Joins Dynasty with Plans to Grow

On Tuesday, CJM Wealth Management announced its newly formed alliance with Dynasty Financial Partners. Dynasty will help CJM with practice management and marketing, and will help CJM grow inorganically. To read the full story on this partnership, click here.
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...
Gigare Lifestyle Magazine

Building and Preserving Your Wealth

CJM Wealth Management CEO Charles Massimo was recently featured in an article titled “Building and Preserving Your Wealth” on GigareLifestyle.com. In the article, Massimo discusses the unfortunate fact that too often, very wealthy people fall victim to losing their fortunes, including celebrities such as Nicholas Cage, Curt Schilling, and Kim Basinger. According to Massimo, living...
Charles Massimo

Charles Massimo Named Outstanding CEO by Long Island Business News

On May 14, 2015, CJM Wealth Management CEO Charles Massimo was named one of Long Island’s Outstanding CEO’s at Crest Hollow Country Club in Woodbury, N.Y. Celebrating Long Island’s top executives and signature firms and organizations. The annual Outstanding CEO award recognizes business and not-for-profit principals, presidents, executive directors, managing partners and partners who have...
Charles Massimo at LIBN

Q&A: Long Island Business News and Charles Massimo

Long Island Business News interviewed Charles Massimo, who went from big Wall Street firms to being the CEO of CJM Wealth Management in Deer Park, managing $300 million today. To read the full interview, click here.
Getting Off The Street by Charles Massimo

Prominent Wealth Manager, Charles Massimo, Pens First Book

Charles Massimo, president and CEO of CJM Wealth Management in Deer Park, N.Y. has authored his first book, “Getting Off the Street – Sane Investment Advice from one of the Nation’s Leading Wealth Managers.” In the 96-page independently published book, Massimo shares his story, passion and wisdom for anyone looking to invest wisely, build and preserve wealth, and...
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