Frequently Asked Questions [FAQ]
Q. Why do I need a wealth manager? Can't I do all this myself?
Accumulating wealth creates both uncommon opportunities and imposing challenges. Families of considerable wealth are faced with an array of unique needs. Our planning and investing discipline will align your financial goals with your life and legacy goals, and eliminate the layers of stress that come from self-management.
Q. Who are your clients?
We have clients of all ages and from a variety of backgounds, including but not limited to technology, medicine, higher education, entertainment and finance. Our private client group consists largely of pre-retirees and retirees who want their money managed by an independent firm offering high quality investment and financial solutions, and an unparalleled customer service model designed to ensure a deep understanding of their situation and goals.
Q. What are your fees and account minimums?
We generally charge a management fee based upon a percentage of the total value of the assets we manage. We do not receive commissions on transactions and we accept no other forms of compensation from investment product providers or financial institutions. We work with qualified investors with a minimum of liquid investable assets of $500,000. For complete details on our fees structure please review our ADV Brochure.
Q. What makes your firm unique?
- Our unique pedigree - working in concert with our affiliate Congress Asset Management Company - has allowed us to offer our clients both institutional quality portfolios as well as a superior service model designed to assist our high-net-worth families with the stewardship their wealth.
- We are 100-percent independent and objective. Congress Wealth Management is majority owned by members of our Management Team. This ownership structure provides stability, and also provides peace-of-mind to clients who know they will work with the same talented people for a long, long time.
- We are guided by a culture of innovation that has allowed us to successfully meet the wealth and legacy needs of our clients today, and for future generations.The values of our firm have been molded from our deep-rooted desire to build long-lasting, substantive relationships with our clients.
► Meet with Us or Make a Referral
If you’d like to set up an introductory meeting, please contact Rob Driscoll at 617.428.7663
or E-Mail Rob
If you are interested in making a referral to Congress Wealth Management, LLC. please contact Ken Zannoni, Managing Director at 617.428.7676 or E-Mail Ken
Market Update Conference Call - January 5th, 2016
In our efforts to continually provide perspective on trends in the global financial markets, Congress Wealth Management will host a conference call for our clients and business associates on Tuesday, January 5th at 4:00 pm (ET). If you would like to participate please contact Meghan Leach at firstname.lastname@example.org
Seminar: Creating a Plan to Support Your Lifestyle in Retirement - February 3rd, 2016
Clients and prospective clients are invited to this discussion of potential retirement risks, and the importance of a diversified income plan. The seminar wil be held on 2/3/16 at 6:00pm at the Seaport Hotel in Boston, MA. If you would like to participate please contact Meghan Leach at email@example.com