NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners is pleased to announce that 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 $400 million in client assets.
Chief Executive Officer & Advisor, Charles Massimo, founded CJM Wealth Management fifteen years ago. Prior to CJM Wealth Management, Mr. 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. Mr. Anastasian specializes in wealth management, asset protection and tax minimization strategies for affluent individuals and closely held businesses.
In addition to CEO Mr. Massimo and Mr. 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,” said Mr. 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.”
Mr. Massimo founded a not-for-profit Long Island Autism Community in 2016 to develop integrated housing opportunities for young adults with autism. He was named as a Committee Member to New York Governor Andrew Cuomo’s first Autism Spectrum Advisory Committee, which was created in November 2016.
In addition, Mr. Massimo wrote a financial advice book, “Getting Off The Street,“ published in 2014, which offers honest, realistic investment advice based on his thirty plus years of experience helping hundreds of clients achieve their financial vision.
“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,” said 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.”
CJM Wealth Management has formed strategic partnerships with some of the leading providers including Pershing Advisory Services, Dimensional Fund Advisors and Dynasty Financial Partners. For more information, please visit www.cjmwealth.com.
CJM Wealth Management will engage with Dynasty on utilizing Dynasty Capital Strategies to expand their business through mergers and acquisitions. In addition, CJM is building out their practice management, which includes vital business facets such as marketing, branding and streamlining operations as well as Outsourced Chief Financial Officer services and wealth management solutions.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms and offers registered investment advisory services. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients’ wealth. Dynasty also offers access to capital to help advisors expand, scale and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
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