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Our Goal We strive to lift
the weight of wealth.
So you can
thrive.


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Small box visual accent Relationship Building

We’re invested in you.

Once upon a time, wealth managers built real connections with their clients. We’re bringing back the tradition of custom-made planning and relationships built on genuine trust.

Work with Us
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You’re unique. Your portfolio should be too.

We’ll work to manage your wealth in a way that works for you. Rather than simply allocating assets, we craft custom portfolios with an array of global asset classes. We tailor your plan based on your needs – and we keep up with those needs as they change throughout your life. Risks and opportunities always arise. We’re prepared to meet them head-on.

Build a Plan
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Wealth that lives on.

There’s no better feeling than living life fully without worry. That’s why we work to take care of your legacy so your wealth can be enjoyed for generations.

Your Legacy Starts Here

Wealth Management

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Client-First

We listen to our clients and get to know their families so we can build both strong relationships and the best plans for their futures. People are at the core of what we do.

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Information-Based

Investors who operate on emotion consistently underperform in the market. We’ve seen it time and again. As seasoned financial experts, we harness data to execute sound investment decisions that grow – and protect – our clients’ assets.

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Values-Driven

Your values make you who you are. And we know true wealth isn’t just about money, but about aligning your values with your actions, having the freedom to pursue your passions and protecting your family’s future.

Hi. We're Congress Wealth Management.

We believe it takes exceptional people to offer exceptional service. That’s why each Congress Wealth employee joins our team not just for their expertise, but for who they are beyond the job. Our team members are encouraged to get involved in the community with an organization of their choosing, which has led us to represent a spectrum of interests and affiliations, from West End House Boys & Girls Club to Cristo Rey Boston.

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Paul Lonergan

President | Boston, MA

Get to know Paul Lonergan
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Ken Zannoni, CFP®

Managing Partner | Boston, MA

Get to know Ken Zannoni, CFP®
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Richard Barrett

Chief Investment Officer | Boston, MA

Get to know Richard Barrett
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Rich Villiotte

Partner, Chief Operating Officer | Boston, MA

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Scott Dell’Orfano

Chief Strategic Officer

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Candace Cavalier

Chief Compliance Officer | Boston, MA

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Gerald Graves

Managing Partner | Orange County, CA

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Michael Galvin, CFP®

Partner, Director of Family Office Services | Boston, MA

Get to know Michael Galvin, CFP®
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Chris G. Dudley, CFP®

Senior VP of West Coast Advisory | Orange County, CA

Get to know Chris G. Dudley, CFP®
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John Berry, AAMS®

Financial Advisor | Boston, MA

Get to know John Berry, AAMS®
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Salim Boutagy, CFP®

Financial Advisor | Westport, CT

Get to know Salim Boutagy, CFP®
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Jennifer Gates

Financial Advisor | Boston, MA

Get to know Jennifer Gates
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Michael Harty, CFA®

Financial Advisor | Scottsdale, AZ

Get to know Michael Harty, CFA®
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Siobhaun M. Johnson, CFP®

Financial Advisor | Boston, MA

Get to know Siobhaun M. Johnson, CFP®
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Christine Lawless, CFP®

Financial Advisor | Boston, MA

Get to know Christine Lawless, CFP®
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Michael J. Murphy, CFA®

Financial Advisor | Boston, MA

Get to know Michael J. Murphy, CFA®
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Laurie L. Novak, CFP®

Financial Advisor | Boston, MA

Get to know Laurie L. Novak, CFP®