CJC Wealth Management

Overview

CJC Wealth Management is an independent registered investment adviser organized as an LLC that serves individual and family clients, with services targeted to small businesses as well. The firm functions as a capital allocator: it manages client portfolios, provides financial planning, selects third‑party advisers when appropriate, and runs educational seminars and workshops. Fee arrangements include both a percentage-of-AUM model and fixed fees. The firm is not described as an active ESG investor and is not flagged as a pension consultant or related adviser. An industry affiliation with an insurance company appears in the firm profile, which aligns with its use of insurance-linked products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices