Congress Wealth Advisor Solutions

www.congresswealthadvisorsolutions.com

Congress 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 more

Reach decision makers at Congress Wealth Advisor Solutions

Lusha Magic

Free credit every month!

Congress 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 more
icon

Country

icon

State

Maryland

icon

City (Headquarters)

Columbia

icon

Employees

11-50

icon

Founded

2010

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Vice President Strategic Partnerships

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Committe Chair

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Strategist

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at Congress Wealth Advisor Solutions

Free credits every month!

My account

Sign up now to uncover all the contact details