Dynasty Financial Partners Welcomes CJM Wealth Management, an Independent Advisory Firm Based in Deer Park, New York
Long Island-Based Firm Has Client Assets in Excess of
Chief Executive Officer & Advisor,
In 2005,
In addition to CEO
“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
In addition,
“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
CJM Wealth Management has formed strategic partnerships with some of the leading providers including Pershing Advisory Services,
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
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View source version on businesswire.com: http://www.businesswire.com/news/home/20180306005260/en/
Media:
Dynasty Public Relations
[email protected]
Source:
Personal Finance Software Market, New Development Analysis, Forecast 2023
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