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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Aug 2026 · 1 SOURCES

CSJ Wealth Management

Multi family office in the United States.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
United States

Investment approach

ROUTES
Companies (own capital)

Overview

This multi family office has its headquarters in the United States. It invests directly in companies; 3 people are named on its team.

People

  • Olivian Pitis
    CFA, CFP®, Senior Wealth Advisor, Chief Investment Officer · source
  • Brian Caine
    Senior Wealth Advisor and co-founder · source
  • Tammy Temple
    Chief of Staff · source

Frequently asked questions

CSJ Wealth Management is a multi family office based in the United States.

CSJ Wealth Management invests its own capital into companies.

Key people at CSJ Wealth Management include Brian Caine (Senior Wealth Advisor and co-founder), Olivian Pitis (CFA, CFP®, Senior Wealth Advisor, Chief Investment Officer) and Tammy Temple (Chief of Staff).