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!