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

Jan 2019

Michael Harty joins Congress

Congress Wealth Management is proud to announce the hiring of Michael Harty, CFP^® as a Financial Advisor for the firm. Mr. Harty will be responsible for serving as a primary contact for clients and their families, providing comprehensive, holistic wealth management services for the firm. CWM’s Scottsdale, AZ new office will service clients throughout the southwest and California. Read the press release here.

Recent Media

MARKET UPDATE CALL (01-17-2019): CIO Rich Barrett provides his outlook for the financial markets for the remainder of 2019. Listen to the call here.