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Dynasty Financial Partners joined by CJM Wealth Management.

BANKING AND CREDIT NEWS-March 13, 2018-Dynasty Financial Partners joined by CJM Wealth Management



Dynasty Financial Partners has announced that CJM Wealth Management has joined the Dynasty Network of Advisory firms, the company said.

Based in Deer Park, New York, CJM Wealth Management is an independent RIA managing in excess of USD 400 million in client assets.

CJM Wealth Management will engage with Dynasty on utilizing Dynasty Capital Strategies to expand their business through mergers and acquisitions. In addition, CJM is building out their practice management, which includes vital business facets such as marketing, branding and streamlining operations as well as Outsourced Chief Financial Officer services and wealth management solutions.

Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry's independent investment advisor firms and offers registered investment advisory services. Dynasty's integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients' wealth. Dynasty also offers access to capital to help advisors expand, scale and grow their business. Dynasty's core principle is "objectivity without compromise," and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.

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Publication:M2 Banking & Credit News (BCN)
Date:Mar 13, 2018
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