Английская Википедия:CJM Fiscal Management

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CJM Fiscal Management is a wealth management firm located in Melville, New York.[1] 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.[2][3] It provides wealth management and investment strategies for individuals, families and companies.[4] It also holds regular seminars to help educate business owners with 401(k) planning and compliance.[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]

The firm was found in 2003, by its president Charles Massimo.[8][9] Massimo is known for his involvement with autism support groups.[10] 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.[11]

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