Wealth Enhancement Group

Founded in 2003 by its Chief Executive Officer Charles Massimo, CJM Wealth Management grew to one of the nation’s leading wealth management firms. In 2020 Charles Massimo, along with Managing Director Peter Anastasian, decided to join forces with Wealth Enhancement Group. Wealth Enhancement Group (WEG), an independent RIA firm manages over $25b in client assets. Their success is attributed to client Commitment, Communications and Transparency. WEG has an unwavering commitment to serving the best interests of its clients, a diverse group of affluent individuals and families. Charles also has a unique focus on working with families impacted by Autism. This mission is achieved through WEG’s holistic, integrated approach wherein warm, open communications are paramount to meeting clients’ goals of wealth preservation and asset optimization. For a premier wealth management experience delivered with open communications, transparency and commitment, contact our team at: 631.777.1030.