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 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.


You are now leaving the Congress Wealth Management, LLC web site and will be redirected to our client reporting site which is maintained by Black Diamond.