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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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. View Insights
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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. Read FAQ
Read FAQRecent News
18
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
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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. -
MARKET UPDATE CALL (4-12-2018): CIO Rich Barrett shares his thoughts on 1Q18 and his outlook for the financial markets in through the remainder of 2018. Listen to the call here.
