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.
We’ll work with you to determine your investment objectives so we can build the best portfolio for you. Our investment management services include:
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:
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.
We deliver independent, institutional quality in an authentic, personal way.
At Congress Wealth Management, we don’t work for you – we work with you to meet all of your financial needs.
We offer objective, independent perspectives on investment solutions tailored to you.
We support our active portfolio management process with proprietary research analysis and our diverse legacy of investment experience.
We take a dynamic, holistic approach to creating and maintaining your portfolio.
We integrate customized tax-efficient strategies and strive to maximize after-tax returns so you can get the most out of your portfolio.
You worked hard to earn your money. We’ll make creating a legacy a little easier.