The year was 2003, and Charles Massimo had spent nearly two decades on the front lines at major financial firms, where he was taught to “sell, sell, sell.” He quickly became disillusioned by the difference between his employer’s goals and those of his clients. With young triplets at home –two with Autism –it would have been easy for Charlie to stay the course. But he was driven by his passion to tell clients things they never heard on Wall Street –like how to properly grow and preserve one’s wealth.
He took a huge leap of faith and left Wall Street to pursue his vision: An advisory firm that puts clients before profits.
He started to tell the story of his time on the street through seminars every month, and people were fascinated by his unique approach to managing wealth.
Today, CJM manages nearly half a billion dollars in assets, and while we work with various high net worth families, we have a strong concentration on serving the unique financial needs of affluent physicians, business owners, and families impacted by Autism.
For over 15 years, the team has helped numerous clients achieve their financial goals, build the life they desire, and benefit from having a trusted advisor with whom they enjoy a warm, open relationship.