Congress Wealth Management LLC was pleased to host a panel discussion on Socially Responsible Investing (SRI) and Environmental, Social, and Corporate Governance (ESG) Investing on August 19th, 2020. Our panel featured Lacey Farrell Johnson from Alumni Ventures Group, Matt Lagan from Congress Asset Management, and Matthew Raimondi of Sustainalytics. You can watch a recording of […]
Author: Rich Villiotte
Market Update Webinar 7-20-20
We are pleased to offer you a recording of our CWM quarterly Market Update featuring Rich Barrett our CIO, and presented in our new webinar format. Click here to watch.
Conference Call on Market Volatility – April 3rd 2020
Congress Wealth Management conducted a conference call in response to the recent market volatility and the COVID-19 situation. You may download a recording of the call here. Please feel free to reach out to your CWM Financial Advisor if you have any questions or concerns.
Conference Call on Market Volatility
Congress Wealth Management conducted a conference call in response to the recent market volatility and the COVID-19 situation. You may download a recording of the call here. Please feel free to reach out to your CWM Financial Advisor if you have any questions or concerns.
2/3/20 | CWM Announces a New Strategic Partnership with Domus Capital Group LLC
Congress Wealth Management, LLC is very pleased to announce a strategic partnership with Domus Capital Group LLC based in Avila Beach, CA. “We are excited about our new strategic partnership with Domus Capital Group and the opportunity that this relationship presents to continue growing our West Coast market,” said Paul Lonergan, President of Congress Wealth […]