Congress Wealth Management

Congress Wealth Management provides wealth management and family office services to high-net-worth individuals, families, foundations and endowments, with an emphasis on comprehensive and customized client plans. The firm was named to the Financial Times 300 Top Registered Investment Advisors list in 2019, the third time in four years it has made the list. CWM achieved $2 billion in assets through organic growth over a 10-year period through October 2019 and has grown rapidly since that time through a national initiative to identify M&A opportunities and strategic partnerships.