(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 […]
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July 30, 2020 | Congress Wealth Management LLC (“CWM”) is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes independent RIA firms from across the U.S. This is the fourth time in the past five years that CWM has been given […]
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 […]