CJM Wealth Advisers

CJM Wealth Advisers offers discretionary and advisory investment management, financial planning, tax advisory, and estate planning services. It focuses on capital preservation and intergenerational wealth transfer for high-net-worth families (per the firm's website).

CJM Wealth Advisers operates as a multi-family office and wealth advisory firm, serving multiple families rather than a single family. Its service model includes managing pooled vehicles and segregated accounts for clients (per the firm's public materials).

The firm invests across equities, fixed income, private equity, and real estate. It structures client portfolios with a focus on diversification and capital preservation, with private equity and real estate offered as alternative investments alongside traditional asset classes (per the firm's website).

The firm does not publicly break down its deal sourcing. As an independent adviser, it likely relies on networks, intermediaries, and direct relationships with fund managers and real estate sponsors. No specific proprietary sourcing process is documented in public records.