Congress Wealth Advisor Solutions
www.congresswealthadvisorsolutions.comCongress Wealth Advisor Solutions is a division of Congress Wealth Management LLC -- a leading fee-only independent wealth management firm that provides comprehensive financial planning and investment management to high net worth individuals and families. Congress Wealth Advisor Solutions (CWAS) provides business services that support the independence and competitiveness of independent RIAs nationwide. Our solutions address the three primary sources of pain articulated by advisors: investments, operations and compliance. Our goal is to free the time of advisors by assuming these non-core activities so advisors can re-focus their time on clients, planning and new business development. Then we work individually with advisors to build the firm with marketing and practice management solutions,
Read moreCongress Wealth Advisor Solutions is a division of Congress Wealth Management LLC -- a leading fee-only independent wealth management firm that provides comprehensive financial planning and investment management to high net worth individuals and families. Congress Wealth Advisor Solutions (CWAS) provides business services that support the independence and competitiveness of independent RIAs nationwide. Our solutions address the three primary sources of pain articulated by advisors: investments, operations and compliance. Our goal is to free the time of advisors by assuming these non-core activities so advisors can re-focus their time on clients, planning and new business development. Then we work individually with advisors to build the firm with marketing and practice management solutions,
Read moreCountry
State
Maryland
City (Headquarters)
Columbia
Employees
11-50
Founded
2010
Social
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Vice President Strategic Partnerships
Email ****** @****.comPhone (***) ****-****Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Investment Committe Chair
Email ****** @****.comPhone (***) ****-****Chief Investment Strategist
Email ****** @****.comPhone (***) ****-****