CJC Wealth Management

Overview

CJC Wealth Management is an independent registered investment adviser organized as a limited liability company. The firm serves individual and family clients and acts as a capital allocator, selecting outside managers as part of its advisory solution set. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. Fee arrangements include both percentage-of-AUM and fixed-fee options. The firm identifies an affiliation with an insurance company and does not present itself as an active ESG investor or a pension consultant.

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Public Holdings

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Location & Offices