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

Apr 2017

Salim Botagy joins Congress

Congress Wealth Management is proud to announce the hiring of Salim Boutagy, CFP® as a Financial Advisor for the firm. Mr. Boutagy will be responsible for supporting the high net worth client relationships in the Connecticut and New York regions and contributing to the growth of the Westport office. Read the press release here.

Recent Media

  • MARKET UPDATE CALL (1-11-2018): CIO Rich Barrett shares his thoughts on 4Q17 and his outlook for the financial markets in 2018. Listen to the call here.


  • MARKET UPDATE CALL: Dan Lagan, the CEO and Chief Investment Officer at Congress Asset Management, and Simon Davis, Co-Head of International Equities at Putnam Investments, shared the call  to discuss the implications of Brexit on the US economy. 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.