Portfolio Construction

 Rather than simply allocate assets, we construct  portfolios that can contain a full array of global
 asset classes. • Learn More


We offer a variety of resources intended to assist our clients with the imposing challenges created by accumulating wealth.  View Insights

 Firm FAQ

We've compiled some common questions we get from prospective clients who are trying to select a Wealth Management firm.  Read FAQ

Recent News

Jun 2016

CWM named a Top RIA by Financial Times

Congress Wealth Management was named one of the Top 300 Registered Investment Advisers by Financial Times for the second consective year. 
► Read the Press Release.


Recent Media

  • MARKET UPDATE CALL: Dan Lagan, the CEO and Chief Investment Officer at Congress Asset Management, and Simon Davis, Co-Head of International Equities at Putnam Investments,  shared the call  to discuss the implications of the passed UK referendum to leave the EU and  their current perspectives on the US economy. Listen to the call here.

  • CWM recently launched ad spots with WBUR 90.9 FM Boston’s National Public Radio station during the morning commute. Listen to our Ad here

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