Olney, MD Office
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CJC Wealth Management
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Firm-wide stats for CJC Wealth Management
About
CJC Wealth Management provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $122 million across four advisors. Services include development of written Investment Policy Statements, asset allocation, and the option to direct assets to third‑party managers for implementation.
The firm’s investment process draws on fundamental and quantitative analysis and modern portfolio theory to construct long‑term, diversified portfolios tailored to each client’s goals and documented risk tolerance. CJC Wealth also monitors third‑party managers it selects and issues written fiduciary acknowledgements when advising on retirement accounts.
CJC Wealth offers web‑based educational seminars on retirement planning and financial literacy to federal agencies (and occasionally clients), a service the brochure notes is educational only and provided at no charge. The firm is affiliated with an insurance agency and some representatives are licensed insurance agents who may recommend insurance products, including annuities; the brochure discloses this relationship and describes controls and disclosures intended to address the related conflicts of interest, and it notes that financial planning engagements include an annual review and renewal.
Based on CJC Wealth Management
Location
Olney MD
Advisors at this office
1
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