Legacy of Love, a division of CJM Fiscal Management, is a comprehensive planning resource for families touched by autism. It is a unique service that offers integrated wealth management planning with Individualized Life Planning ® (ILP) for individuals on the autism spectrum. Legacy of Love clients gain access to the highest standards of financial and investment planning, along with a full range of services to support their autistic child through every life stage.
Founder and President Charles Massimo, a prominent wealth manager, leads our team, while working in concert with other highly credentialed professionals. On the financial side, they include estate planning attorneys, Certified Public Accountants, special needs insurance specialists and private bankers. On the clinical side, they include: a Board Certified Defeat Autism Now (DAN) physician, DAN neurological chiropractor, special education teacher, speech language pathologist, Certified Applied Behavioral Analysis (ABA) therapist, physical/occupational therapists, social worker and parent advocate.
Additionally, Legacy of Love has strong relationships with various nonprofit organizations and resources serving the autism community.