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 […]
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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 […]
(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 […]