Congress Wealth Management, Boston MA

► Learn more about our customized counsel and high-touch service.
► Learn more about our portfolio construction process.
► Learn more about the educational resources we offer.

Features

Portfolio Construction

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

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Insights

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

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Firm FAQ

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

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Recent News

Jul 2019

CWM named a Top RIA by Financial Times

Congress Wealth Management LLC is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes independent RIA firms from across the U.S.

► Read the Press Release.

Recent Media

MARKET UPDATE CALL (07-18-2019): CIO Rich Barrett provides his outlook for the financial markets for the remainder of 2019. Listen to the call here.