In a world of right now,
we plan for what's ahead.

Serving High Net Worth Families Since 1978

Valuing the currency of trust

We believe in clarity and simplicity. Since 1978 we have been helping high net worth families across the country grow and preserve their wealth. Our team leads with listening and delivers with planning, helping you identify family needs and goals, balance competing priorities, and simplify your financial picture. We develop solutions tailored to your respective financial goals and provide education on the benefit to your wealth profile.

Recent Posts

CJM Winter 2018 Quarterly Newsletter

CJM Wealth Advisers
May 21, 2018

Everything is Awesome?

Brian T. Jones, CFP®
March 24, 2018

Kevin’s Corner: Ups and Downs

Kevin E. Donovan, CFA
February 24, 2018

How Much Allowance Should Your Kids Get?

CJM Wealth Advisers
February 24, 2018

Volatility is Back

Brian T. Jones, CFP®
February 24, 2018

Pit falls of longer-term car loans

Parker Trasborg, CFP®
November 24, 2017

See All Insights »