At CJE, we develop tailored portfolios, independent financial advice, and financial plans that suit each individual client. Our team utilizes a proven process, getting to know you and your goals before creating a strategic plan. We take into consideration time horizon, risk tolerance, and investment goals. In doing so, we are able to add real value to your portfolio and offer a successful experience. With your best interests always in mind, no decision is ever made without you fully understanding its impact on your goals.
CJE is managed by principals whose combined investment experience spans over 35 years for individuals, families, and businesses. Our culture is one of innovation balanced with financial and execution discipline. We have continually focused on the unique financial concerns of the affluent and those who greatly value comprehensive financial advice from a trusted and respected professional. Trust and honesty are essential to these relationships.
Working with CJE means that you are working with our entire team. We leverage our collective experience to ensure you receive the best possible consultation. We commit ourselves to a thorough process, one that is reviewed and improved by each team member. Therefore, you can expect robust research, thoughtful financial plans, and an answer to every call.
The most important focus to us is holistic financial wellness. We enable you to maximize your life through dedicated, personalized, and industry-leading financial planning. This in turn enables us to create a solid plan for you to address spending, saving, health, investments, property, longevity, retirement, family management, and many other financial aspects.
