CJM News

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...
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.
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