Our Solutions

We believe the best way to manage your wealth is by getting to know you first. Once we understand your unique goals, we can identify your specific investment objectives. These will guide the creation of a portfolio that not only meets your current goals, but stays aligned with your needs as they change throughout your life.

Services Overview

Investment Management

We’ll work with you to determine your investment objectives so we can build the best portfolio for you. Our investment management services include:

  • Cohesive asset allocation strategies
  • Alternative investment strategies
  • Diversification strategies
  • Customized and aggregated reporting
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Financial Planning

Based upon your specific goals, we’ll identify your unique needs to prioritize, coordinate and execute the right financial plan for you. Our financial planning services include:

  • Cash flow analysis
  • Tax advisory
  • Trust and estate planning
  • Charitable giving strategies
  • Education of future generations
  • Insurance review
  • Concierge services
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Consistent Collaboration & Review

Once your portfolios and plans are established, we will continue to collaborate with you through quarterly reviews. This will help us ensure your objectives are being met and align on any changes that may occur in your life. Should your financial goals shift, we will refine your portfolio to adapt to your needs over time.

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Service Approaches

Icon of two hands shaking Approachable
Icon of two people with arrows pointing toward both Collaborative
Icon with human outline in the middle and circular arrows around it Comprehensive
Icon of a checklist Disciplined
Icon of a globe Globally-Aware
Icon of a calculator Tax-Efficient
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Approachable

We deliver independent, institutional quality in an authentic, personal way.

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Collaborative

At Congress Wealth Management, we don’t work for you – we work with you to meet all of your financial needs.

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Comprehensive

We offer objective, independent perspectives on investment solutions tailored to you.

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Disciplined

We support our active portfolio management process with proprietary research analysis and our diverse legacy of investment experience.

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Globally-Aware

We take a dynamic, holistic approach to creating and maintaining your portfolio.

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Tax-Efficient

We integrate customized tax-efficient strategies and strive to maximize after-tax returns so you can get the most out of your portfolio.

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You worked hard to earn your money. We’ll make creating a legacy a little easier.

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Wealth Management

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Family Office Services

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