Congress Wealth Management LLC (“Congress”), a Boston-based, independent registered investment advisor (“RIA”), today announced the acquisition of MainLine Private Wealth LLC (“MainLine”), a Wynnewood, Pennsylvania-based RIA with approximately $1.1 billion of assets under management. Terms of the deal are not disclosed. “We’re excited to welcome the MainLine team and the firm’s clients to the Congress […]
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We are happy to announce that Audax Private Equity (“Audax”), a leading alternative investment manager and capital partner to middle market companies, completed its previously disclosed strategic investment in Congress Wealth Management (“Congress”), a Boston-based, independent registered investment advisor (“RIA”). Congress offers wealth management and investment advisory services to high-net-worth (“HNW”) individuals and families throughout […]
Congress Wealth Management LLC is very pleased to announce it has acquired Financial Resources Management Corporation (FRMC). FRMC has been providing sound financial advice to their clients for almost thirty years. Prior to this acquisition, FRMC had worked closely with our Congress Wealth Advisor Solutions group for many years. We are delighted to formally welcome […]
(Boston, MA) – May 01, 2021 – Congress Wealth Management, a privately-held, SEC-registered investment management firm, announced today it has acquired Pinnacle Advisory Group of Maryland in a deal that doubles the size of Congress Wealth’s business and provides access to the robust Mid-Atlantic and South Florida markets. Through its acquisition of Pinnacle – Congress […]
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 […]