A Range of Services Customized to Your Needs

Congress Wealth offers true customization and personalization, drawing on a wide range of services. The specific blend is driven by you.

Though we offer three tiers of service (see Service Categories below), all of our clients have the benefit of our Portfolio Construction Services and the institutional-quality investment management within our portfolios. Additionally, as part of our client installation process all of our families participate in:

  1. A robust review of their personal balance sheet (assets & liabilities) and
  2. Our institutional-quality cash flow planning analysis

From there, clients have the ability access to our thoughtful and creative financial planning tools based upon your needs and assets under management.

Our team is committed to providing quality investment and financial solutions for each client. Through our objectivity, our comprehensive research, and our experience we are able to present a consummate level of forward-looking guidance. Our initial focus is placed on our clients' goals and objectives. Our professional advisors utilize a holistic planning process in an organized and time-tested series of steps tailored to provide continued accumulation, preservation and perpetuation of assets.


 

Service Categories:

  • Investment management tailored to meet specific client goals and objectives.
  • Access to institutional asset allocation framework and investment strategies.
  • Clients will be assigned an account administrator who will serve as their primary point of contact and address questions and concerns related to the portfolio.
  • Our core offering. Clients work with one of our professional advisors who will lead each of you and your family through our holistic planning process in an organized and time-tested series of steps tailored to provide continued accumulation, preservation and perpetuation of assets. 
  • Investment Strategy & Management
  • Financial Planning
  • Coordination with Trust, Estate & Tax Advisors
  • Foundation & Endowment Advisory
  • We have developed a Family Office Services group for qualified investors, intended to provide the consummate level of support in guiding you and your family through the multi-faceted aspects of your financial life.
  • Financial Concierge Services
  • Education plans for next generation family members
  • Family meeting facilitation and governance system development
  • Strategic philanthropic planning
 

► Our Core Service Tools

  • Asset Allocation Strategies
  • Alternative Investments Strategies
  • Diversification Strategies 
  • Cash Flow Analysis
  • Tax Planning
  • Trust & Estate Planning 
  • Charitable Giving Strategies
  • Control & Succession Issues 
  • Education of Future Generations 
  • Customized, Aggregated Portfolio Reporting 
  • Insurance Assessment

 

► Service Approach

  • Collaborative: Our Financial Advisors take a personalized approach to relationship management, and interactions are always tailored to the preferences of each client.
  • Comprehensive: We offer objective, independent perspective on investment solutions.
  • Global View: We strive to provide our mitigating overall portfolio risk.
  • Disciplined: Our proprietary research analysis supports our active portfolio management process and is complemented by our diverse legacy of investment experience. Our portfolios are constructed with strict buy/sell disciplines and are proactively rebalanced based on evolving client objectives and our fundamental outlook for individual securities, investment markets and global economies.
  • Tax-Efficiency: Tax implications are of consequence when constructing portfolios. We therefore integrate customized tax-efficient strategies and strive to maximize after-tax returns.

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