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

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

Financial Offerings

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

Services & Solutions

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

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.

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.

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.