Healing The Healers

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.” The article outlines an expense issue one of our successful physician clients faced, and how our team devised a plan to help reduce their annual expenditures by 13 percent.

To view the full article, click here.

Are you ready to experience the Human Side of Wealth?

Contact CJM today for a Complimentary Consultation.

(631) 777-1030
Send Us an Email