Press Releases

Get the latest news on Congress Wealth Management.

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 […]

10/14/19 | CWM Names Scott W. Dell’Orfano to Lead National Growth Initiatives through M&A

(Boston, MA) – October 14, 2019 – Congress Wealth Management announced today it has named Scott W. Dell’Orfano as Chief Strategic Officer. In this role, he will oversee a major growth initiative in key U.S. markets, with the aim of growing clients and assets under management significantly over the next five years. Mr. Dell’Orfano, who […]

7/25/19 | CWM Welcomes Gerald J. Graves and Chris Dudley

(Boston, MA) – July 25, 2019 – Congress Wealth Management announced today it has named Gerald J. Graves as the West Coast Managing Partner and Chris Dudley, CFP® as a West Coast Partner and Senior Financial Advisor. These new senior team members will lead Congress Wealth Management’s West Coast initiatives, which include expanding the firm’s […]

01/22/19 | CWM taps Michael Harty, CFA as Financial Advisor for new Scottsdale, AZ Office

January 22, 2019 | Congress Wealth Management, LLC (“CWM”), a private wealth advisor for high-net-worth families, individuals and non-profits with $1.8b under management, announced today that Michael Harty, CFA has joined the firm as a Financial Advisor. Mr. Harty will be responsible for serving as a primary contact for clients and their families, providing comprehensive, […]