I am happy to announce that CJM Wealth Management has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area.
Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to serve you well for years to come.
Senior Vice President, Financial Advisor
Your advisor and client service team that you have come to know and trust will remain as your points of contact.
Meet our Long Island – Dix Hills-based team.
For three decades Charlie served at top firms Shearson Lehman, New York Life and Merrill Lynch, culminating in a role as a Senior Investment Officer at Smith Barney. In 2003, Charlie launched CJM Wealth Management, where he focused on a wide range of issues from tax and estate planning, to life insurance and the use of trusts. While Charlie works with various high-net worth families, he also has a strong concentration on serving the unique financial needs of affluent physicians, business owners, and families impacted by autism. In 2020 Charlie and the CJM team joined forces with Wealth Enhancement Group. Charlie is the proud father of triplets, two boys and a girl. His two boys are on the autism spectrum. With autism close to his heart, he created and is the founder of a not-for-profit organization, Autism Communities. His organization helps provide homes to facilitate an independent, safe, and inclusive living environment for adults with autism. In 2017 Charlie was appointed by Governor Cuomo (NY) to the Autism Spectrum Disorders Advisory Board, where he provides guidance to individuals with autism spectrum disorder, and families seeking reliable information regarding available services and support.
Peter began his career in 1998 as an advisor at a boutique Park Avenue investment firm. Three years later, he moved on to Smith Barney before becoming an independent advisor in 2004. He joined CJM Wealth Management in 2006 as Managing Director and Partner, where he was a major contributor to the firm’s growth and development. Peter specializes in wealth management, asset protection and tax minimization strategies for ultra-affluent families and closely-held businesses pre- and post-liquidity. He is widely recognized for his expertise in subjects such as asset protection, risk management and business succession planning. Peter lives in Queens, NY with his wife and two children. An avid soccer fan, he enjoys playing competitive sports and traveling.
Much of what you’ve come to expect from our team on Long Island will remain unchanged.
Your advisor and client service team that you have come to know and trust will remain as your points of contact. The responsiveness and service you’ve come to appreciate will continue.
What will change is the resources we have at our disposal to serve you. By joining Wealth Enhancement Group, we will be part of an even larger team of financial specialists and advisors called the Roundtable™, which will further enable us to cover all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.
Over time, we’ll introduce you to enhanced technology to help make working with us even easier. By migrating to the technology platform and back-office support structure within Wealth Enhancement Group, we’ll be able to spend even more time working with our clients in the business, by delegating work on the business to our new colleagues.
We will continue to work side by side with you to simplify your financial life from our Long Island - Dix Hills office.
Contact our Long Island - Dix Hills Office.
* Securities registrations are held with LPL Financial, Member FINRA/SIPC.