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

Jul 2019

CWM Gerald J. Graves and Chris Dudley

CWM has named Gerald J. Graves as the West Coast Managing Partner and Chris Dudley, CFP® as a West Coast Partner and Senior Financial Advisor. These new senior team members will lead Congress Wealth Management’s West Coast initiatives, which include expanding the firm’s footprint in the West, enhancing services available to Congress Wealth clients nationwide and the overall expansion of the firm’s client base.  The team has a long history of working with complex clients, including entrepreneurs and professionals from the Entertainment, Media, and Sports industries. 

Read the Press Release here.

Recent Media

  • MARKET UPDATE CALL (10-10-2019): CIO Rich Barrett  provides his outlook for the financial markets for the remainder of 2019. Listen to the call here.


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