CJM Wealth Management Named to RIA Channel List of “Top 100 Emerging Wealth Managers”
CJM is the only Long Island firm listed, and one of only four in New York State to qualify.
CJM Wealth Management, one of the nation’s leading wealth managers, 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 firm is the only wealth management firm on Long Island (where it is based) to make the list and among the only four firms in the entire state of New York to qualify.
CJM Wealth Management has consistently ranked among the nation’s top wealth management firms having previously been named to such prestigious lists as: America’s Select Financial Advisors, Long Island Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP), Reuter’s Top Advisors and Worth Magazine’s Top Wealth Advisors. The firm is among an elite 1% of the nation’s 250,000 financial advisors using the historically-proven Fama-French Three Factor Investment Model, which has outperformed the S&P 500 98.7% in any 25-year period since 1927.
In addition to serving wealthy individuals and families, CJM has deep expertise in supporting the unique financial needs of doctors and families impacted by autism. These two segments have accounted for much of the firm’s recent growth. CJM’s founder and CEO, Charles Massimo, credits his company’s success to a culture of total commitment to clients, full transparency and low fees. “Everyone on our team is hyper-focused on each client’s different needs and is accountable for client success”, said Massimo.