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

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 (04-18-2019): CIO Rich Barrett  provides his outlook for the financial markets for the remainder of 2019. Listen to the call here.


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