CJM Wealth Management

CJM Wealth Management is a wealth management firm based in Deer Park, New York. Founded in 2003, the company employs 6 individuals and manages an estimated $450 million in assets. CJM Wealth Management specializes in serving ultra-affluent individuals, including owners of closely-held businesses, physicians, professional athletes, and families with autistic children. Their services encompass a range of financial needs, including wealth preservation, asset optimization, portfolio management, retirement planning (401(k)/403(b) and pensions), and captive insurance programs. CJM distinguishes itself through its commitment to client-centric service, characterized by open communication and transparency. Their investment approach is founded on a proven, structured model based on the financial science of Nobel Prize-winning economists Eugene Fama and Kenneth French. For inquiries or to learn more about CJM Wealth Management's services, you can visit their website at cjmwealth.com or connect with them on social media platforms like Facebook and Twitter.