A Range of Services Customized to Your Needs

At Congress Wealth we have spent many years developing and honing our client service process, drawing on the vast experience of our team and the unique perspectives we possess as a firm. We offer true customization and personalization; and aim to provide an unbiased view of the objectives most important to you. Our service process is dynamic and designed to adapt as your needs evolve.

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.


 

Our Service Model:

 

► 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. 
  • 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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