Congress Wealth Management, Boston MA

► Learn more about our customized counsel and high-touch service.
► Learn more about our portfolio construction process.
► Learn more about the educational resources we offer.

Features

Portfolio Construction

Rather than simply allocate assets, we construct portfolios that can contain a full array of global
asset classes.

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Insights

We offer a variety of resources intended to assist our clients with the imposing challenges created by accumulating wealth.

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Firm FAQ

We've compiled some common questions we get from prospective clients who are trying to select a Wealth Management firm.

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Recent News

Jul 2018

CWM named a Top RIA by Financial Times

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. This rating by the Financial Times is not indicative of our future performance and may not be representative of any one client's experience.

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 (10-17-2018): CIO Rich Barrett provides his outlook for the financial markets for the remainder of 2018. Listen to the call here.

TAX LAW CHANGES CONFERENCE CALL (2-8-18): We are pleased to have had Jeff Solomon, CPA, Managing Partner at Katz, Nannis & Solomon, PC join us for a discussion of "Important Tax Law Changes for 2018". A recording of the call can be downloaded here, and the accompanying slide presentation can be downloaded here.