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Charlie Massimo

CJM Wealth Management
Deer Park, NY
Changing the Landscape of How to Think About Investing

Meet Charlie

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Introduction - Charlie Massimo
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My Book - Charlie Massimo
Video Transcripts

When it comes to managing money, ideas are the most powerful drivers of growth and security. That is why at CJM Wealth Management; we are constantly searching for and deploying exceptional ideas, strategies and insights born of our experience and relentless research on behalf of our clients.

Focused on business owners and professionals, we understand and seek to leverage the relationship and the potential integration of their corporate and personal…

When it comes to managing money, ideas are the most powerful drivers of growth and security. That is why at CJM Wealth Management; we are constantly searching for and deploying exceptional ideas, strategies and insights born of our experience and relentless research on behalf of our clients.

Focused on business owners and professionals, we understand and seek to leverage the relationship and the potential integration of their corporate and personal interests. We understand their unique world view, set of values, challenges and opportunities and the multiple ways that financial risk impacts their lives.

CJM President and Founder, Charles Massimo (IAR), started his career in 1984 as a compliance officer at Shearson Lehman Brothers. He moved to New York Life Insurance Company as a senior representative and later joined Merrill Lynch as a financial consultant in the Private Client Group. In 1999, he moved to Smith Barney as vice president of investments. While his career was advancing, Charles couldn’t help but feel as though there was a piece missing from the “big picture.”

Determined to run a firm that put the interests of its clients above everything else, while practicing true wealth management with integrity and ethics, Charles took a leap of faith and founded CJM Wealth Management in 2003. The firm now manages nearly $300 million in client assets and has been named 2014 “America’s Select Professional Advisor’s” and the premier wealth management firm on Long Island by National Association of Board Certified Practices in 2012.

Charles, along with his team of expert wealth management advisors, focus on a wide range of issues from tax and estate planning, to life insurance and the use of trusts - that can have a beneficial impact on their clients' holistic financial lives. At CJM, we manage, monitor and continually adjust the unique strategies we develop and execute them in order to build and safeguard our clients' wealth.

We realize that each of our clients has a vision of what they want their lives and that of their loved ones, to be. To Charles and the dedicated CJM staff, this means a life marked by a level of professional fulfillment that comes from knowing they have helped their 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. This is the CJM signature.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning

Experience with

Small business owners
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Fee & Commission

Education

Bachelors
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