Our Mission

Latest Winter 2017 Quarterly Newsletter In this issue Brian Jones provides our outlook on the markets for the balance of 2017, Kevin Donovan reminds us all why bonds are integral component inside any portfolio and Jessica Ness provides an income tax reference for 2017. January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJMís expectations for the markets in 2017, a discussion on small cap equities as well as Timís thoughts on income distributions in retirement. Newsletter & Podcast Archive

To help our clients achieve peace of mind by realizing their financial goals

Core Values

  • We always remember that the money invested belongs to our clients. We work in partnership with the client to advise and "coach" them toward achieving their goals, and to aid them in making wise financial decisions.
  • Our clients have a right to expect us to always tell the truth. We make every effort to provide full and complete disclosure of all relevant facts.
  • Our clients have the right to know what is happening. We have a responsibility to let our clients know what we think about their investments, the economy, and the progress they are making toward their goals. This responsibility means we are available and responsive whether the times are good or bad.
  • Our clients expect the highest of standards in quality service. CJM Wealth Advisers, Ltd. is committed to responding to client questions and service requests in a timely and thorough manner.