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CJM Wealth Management joins Dynasty Financial partners

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CJM Wealth Management has joined the Dynasty Network of Advisory firms. Based in Deer Park, New York, CJM Wealth Management is an independent RIA managing in excess of USD400 million in client assets.

Chief Executive Officer & Advisor, Charles Massimo, founded CJM Wealth Management fifteen years ago. Prior to CJM Wealth Management, Massimo held positions at Merrill Lynch, Citigroup Global Markets and Royal Alliance. He began his career in 1987 at Shearson Lehman Brothers.
 
In 2005, Peter Anastasian joined CJM Wealth Management in a dual role as Managing Director and Financial Advisor from Smith Barney. Anastasian specialises in wealth management, asset protection and tax minimisation strategies for affluent individuals and closely held businesses.
 
In addition to CEO Massimo and Anastasian, CJM Wealth has three professionals, Diane Peters –Director of Client Services – Mary Cusumano – Client Planning Specialist and Donna Herrera –Director of Client Operations.
 
“While our client base is diverse, our focus and expertise is around doctors in transition seeking to sell their medical practice and, because of my own personal experience, working with families impacted by autism,” says Massimo, founding Principal. “As an independent firm for fifteen years, we provide a level of expertise and a suite of services that truly caters to our clients’ unique needs. Now, working in partnership with Dynasty Financial Partners, we want to provide a greater depth of expertise and solutions to our clients.”
 
“Charles, Peter and their team at CJM are committed and passionate about the work they do for their clients and have extraordinary experience in working with both doctors and families dealing with autism,” says Shirl Penney, Dynasty Financial Partners’ CEO. “We are proud to welcome them as a Dynasty Network Advisory Firm. We are looking forward to partnering with them to better serve their existing clients and to position their firm for future growth.”

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