CMA Wealth Mangement, LLC

CMA Wealth Mangement, LLC CMA Wealth Management, LLC provides our clients with advanced financial planning strategies, asset m Craig M.

At CMA Wealth Management is a wealth management group located in Princeton, NJ. We provide advice to individuals, families and businesses with advanced financial planning strategies, asset management utilizing tailored portfolios, along with customized insurance solutions. With over 20 years of industry experience, we have the expertise necessary to assist our clients in making informed decisions

with their financial affairs. As independent advisors, we advise our clients in a manner which is always thoughtful of their best interests. We work with clients from varying backgrounds and stages in life and we understand that each client is deserving of a customized strategy that takes into consideration their family’s wants, needs, goals and dreams. Our smaller size gives us the ability to create a welcome environment for our clients where they feel comfortable as well as knowledgeable with the strategy we implement. We encourage our clients to ask questions and pride ourselves on outstanding service. Our mission is to become our clients’ trusted advisor who will not only serve as lifelong partners to them and their families, but assist their future generations as well. Adams is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services Member FINRA, SIPC. CMA Wealth Management, LLC and United Planners are not affiliated.

A recent Supreme Court ruling struck down many existing tariffs, prompting renewed discussion in Congress about its role...
03/06/2026

A recent Supreme Court ruling struck down many existing tariffs, prompting renewed discussion in Congress about its role in shaping U.S. trade policy.

Lawmakers are now weighing:
▪️Whether to reassert legislative authority over import duties
▪️The potential economic impact on consumers and businesses
▪️How future trade measures may be structured or extended

The decision affects tariffs previously issued under emergency powers, and new proposals could require congressional approval beyond certain time limits. As midterm elections approach, trade policy may become an increasingly debated issue in Washington.

While policy outcomes remain uncertain, developments in trade can influence prices, supply chains, and business strategies.


Source:

Some congressional Republicans had already cooled to the president's trade policy before the Supreme Court decision on Friday.

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
02/23/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no fals...
02/13/2026

Being totally forthcoming about your finances is important when speaking to a financial professional. That means no false modesty or bogus confidence about your situation. Talk about the things that matter to you, the things that concern you, and above all, ask frank questions!

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahe...
02/11/2026

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job o...
02/09/2026

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop.

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of y...
02/07/2026

Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.

We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if t...
02/05/2026

We all have goals and dreams and things we’d like to pursue. But how can your financial professional be of any help if they don’t know what they are?

02/03/2026
Family and friends can benefit from your experiences.
02/01/2026

Family and friends can benefit from your experiences.

The One Big Beautiful Bill Act extends the 2017 tax cuts, making some rules permanent. The bill also creates several new...
01/28/2026

The One Big Beautiful Bill Act extends the 2017 tax cuts, making some rules permanent. The bill also creates several new tax laws for individuals while addressing other tax issues for businesses.

It might be a good time to check with your tax, legal, or accounting professional about the changes in the law. Like previous tax laws, some new rules are scheduled to expire, while others are permanent. Here’s a look at changes expected to impact most tax filers shortly.

Sources:
CNBC.com, July 3, 2025.
Congress.gov, August 21, 2025.

Intra-year declines are part of investing. In 2024, for example, stocks pulled back 8 percent during the year en route t...
04/17/2025

Intra-year declines are part of investing. In 2024, for example, stocks pulled back 8 percent during the year en route to a 23 percent annual gain. But pullbacks will test your mettle. It’s hard to forget the 34 percent pullback in 2020. Remember, stocks don’t move in a straight line. So, think of 2025 as a work in process.

Address

100 Overlook Center, 2nd Floor, Suite 2125
Princeton, NJ
08540

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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