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 […]
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(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 […]
(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 […]
July 3, 2019 | Congress Wealth Management LLC (“CWM”) is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes independent RIA firms from across the U.S. This is the third time in the past four years that CWM has been given […]
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, […]