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CJM Fiscal Management
US wealth management firm From Wikipedia, the free encyclopedia
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CJM Fiscal Management is a wealth management firm located in Melville, New York.[1]
![[icon]](#/media/File:Wiki_letter_w_cropped.svg){kind=small} | This section needs expansion. You can help by adding to it. (February 2020) |
History
The firm was found in 2003, by its president Charles Massimo.[2][3] Massimo is known for his involvement with autism support groups.[4] He is also the founder of Legacy of Love, a comprehensive planning resource for families affected by autism, which operates as a division of CJM Fiscal Management.[5]
As of September 2007, the firm has three employees and annual revenues of $1 million.[6] It also has a psychologist to establish a proper way for its clients to communicate with their children in order to prevent the children from becoming complacent due to the knowledge of their parents' wealth.[7]
As of 2009, CJM Fiscal Management oversees about $200 million in client assets and is considered as one of the top wealth management firms in Long Island.[8][9] It provides wealth management and investment strategies for individuals, families and companies.[10] It also holds regular seminars to help educate business owners with 401(k) planning and compliance.[11]
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