Welcome Pinnacle Advisory Group Clients!

Congress Wealth Management is delighted to welcome Pinnacle Advisory Group clients. The combination of the two firms creates advantages for clients across the Congress complex, including but not limited to:
    • A robust client experience delivered by industry experts through a modern and approachable service model.
    • Access to institutional quality investment management and products, and supported by regular client communication/education on the financial markets.
In order to maintain your client resources we have made available the following links:
If you have any immediate questions or concerns please contact your CWM Wealth Manager or call the appropriate office:
6345 Woodside Court, Suite 100
Columbia, Maryland 21046
Phone: (410) 995-6630
FAX: (410) 505-0960
9155 S. Dadeland Blvd. – Suite 1212
Miami, FL 33156-2739
Phone: (305) 274-1600
FAX: (305) 274-5002
At Congress Wealth Management
We’re Invested In You!