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. â–º Read FAQ

Recent News

Jan 2016

Market Update Conference Call with CIO Peter Andersen

Peter Andersen discusses market conditions heading into 2016.
 Listen to Audio.

Recent Media

You are now leaving the Congress Wealth Management, LLC web site and will be redirected to our client reporting site which is maintained by Black Diamond.