Congress Wealth Management is very pleased to announce it has acquired Pinnacle Advisory Group, with locations in Columbia, MD and Miami, FL. To learn more about the details of this strategic partnership please visit the Press Releases page of our web site. Once upon a time, wealth managers built real connections with their clients.
We're bringing back the tradition of custom-made planning and relationships built on genuine trust. We'll work to manage your wealth in a way that works for you. Rather than simply allocating assets, we craft custom portfolios with an array of global asset classes. We tailor your plan based on your needs - and we keep up with those needs as they change throughout your life.
We're bringing back the tradition of custom-made planning and relationships built on genuine trust. We'll work to manage your wealth in a way that works for you. Rather than simply allocating assets, we craft custom portfolios with an array of global asset classes. We tailor your plan based on your needs - and we keep up with those needs as they change throughout your life.
Services
We're a national, independent investment management firm that puts our people and clients first. We aim to preserve and grow wealth that fuels passions and creates legacies with plans custom-tailored to each of our clients. When you work with us, we never start by telling you what do - we listen. Because it's not about fitting your needs into a specific plan, it's about taking time to get to know who you are so we can understand what you need.
Accumulating wealth creates both uncommon opportunities and imposing challenges. Families of considerable wealth are faced with an array of unique needs. Our planning and investing discipline will align your financial goals with your life and legacy goals and eliminate the layers of stress that come from self-management.
The list recognizes independent RIA firms from across the U.S. This is the fourth time in the past five years that CWM has been given.
Congress Wealth Management, LLC is very pleased to announce a strategic partnership with Domus Capital Group LLC based in Avila Beach, CA. "We are excited about our new strategic partnership with Domus Capital Group and the opportunity that this relationship presents to continue growing our West Coast market, " said Paul Lonergan, President of Congress Wealth.
Congress Wealth Management, LLC is very pleased to announce a strategic partnership with Domus Capital Group LLC based in Avila Beach, CA. "We are excited about our new strategic partnership with Domus Capital Group and the opportunity that this relationship presents to continue growing our West Coast market, " said Paul Lonergan, President of Congress Wealth.
Congress Wealth Management takes pride in offering an internship program that offers students an in-depth lens into the world of wealth management. Most students, especially at the high school level, do not have the opportunity to learn the basic concepts of wealth management.
Participants in the Congress Wealth Management Scholars Program, facilitated at the high school and collegiate level, delve into the various components of the business through project-based work and engagement with our financial advisors and investment team.We are dedicated to assisting Congress Scholars on their journey to financial literacy.
Participants in the Congress Wealth Management Scholars Program, facilitated at the high school and collegiate level, delve into the various components of the business through project-based work and engagement with our financial advisors and investment team.We are dedicated to assisting Congress Scholars on their journey to financial literacy.
We're Congress Wealth Management - a passionate, hard-working team with a strong desire to help people. Since we greatly value getting to know our clients, we wanted to give you a way to get to know us. We will be making edits to our team page as we welcome our new employees from Pinnacle Advisory Group.
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