CJC Wealth Management LLC

EST. AUM
$121,906,496

CONTACTS

CLIENT ACCOUNTS
835

Firm Details

Metro area Washington, DC
CRD Number 325288
Website cjcwealth.com
Client types

Overview

CJC Wealth Management LLC is an independent registered investment adviser that provides retirement planning, discretionary investment management, wealth management, tax-efficient planning, long-term care planning, and insurance strategies. The firm serves individuals, families, and a significant number of federal employees throughout the Washington, DC metropolitan area by developing customized retirement income strategies and comprehensive financial plans tailored to each client's objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CJC Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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