Congress Wealth Management Headquarters
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Congress Wealth Management - Boston Wealth Management Firm
- https://www.congresswealth.com/
- CWM Announces its Acquisition of Pinnacle Advisory Group, Inc. 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 …
Contact Us - Congress Wealth Management
- https://www.congresswealth.com/contact/
- COSTA MESA, CA 3200 Park Center Drive Costa Mesa, CA 92626 (503) 866-0656 Get Directions ». MIAMI, FL 9155 S. Dadeland Blvd. Suite 1212 Miami, FL 33156-2739 (305) 274-1600 Get Directions ». SCOTTSDALE, AZ 7033 E. Greenway Parkway, Suite 155 Scottsdale, AZ 85254 (480) 809-6381 Get Directions ». WESTPORT, CT 8 Wright Street Westport, CT 06880 ...
Offices - beta - Congress Wealth Management
- https://www.congresswealth.com/offices-beta/
- Miami, FL 33156-2739. tel: (305) 274-1600. fax: (305) 274-5002. East. Columbia, MD. 6345 Woodside Court, Suite 100. Columbia, Maryland 21046. Congress Wealth Management is delighted to welcome Pinnacle Advisory Group clients. The combination of the two firms creates advantages for clients across the Congress complex, including but not limited to:
Review of Congress Wealth Management in 2021 MagnifyMoney
- https://www.magnifymoney.com/blog/investing/congress-wealth-management-review-ria/
- Aug 05, 2021 · Headquarters: 155 Seaport Blvd, 3rd Floor Boston, MA 02210. Website: www.congresswealth.com. Phone: 617-428-7600. All information included in this profile is accurate as of August 2, 2021. For more information, please consult Congress Wealth Management’s website. Overview of Congress Wealth Management.
Congress Wealth Management, LLC LinkedIn
- https://www.linkedin.com/company/congress-wealth-management
- Congress Wealth Management, LLC 555 followers on LinkedIn. Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm, developing innovative wealth ...Founded: 2009
Investment Management Firm - Congress Wealth Management
- https://www.congresswealth.com/our-firm/
- By working with Congress Asset Management, we provide our clients with a deep, experienced team of investment professionals uniquely qualified to handle every aspect of their wealth management needs. These partnerships include 1: 21 Chartered Financial Analysts (CFA). 23 Masters Degrees. 7 Certified Financial Planners.
Wealth Management - Congress Wealth Management
- https://www.congresswealth.com/our-solutions/wealth-management/
- Diversifying Your Assets. We’ll work with you to build a diversified portfolio that can grow and change as you do. Using a “Core-Satellite” approach, core investments (comprised of U.S. stocks, U.S. fixed income and developed market international equities) will establish a broad foundation for your portfolio, and satellite investments (such as emerging markets, real estate securities and ...
Congress Wealth Management Review SmartAsset.com
- https://smartasset.com/financial-advisor/congress-wealth-management-review
- Jul 28, 2021 · Congress Wealth Management was founded in 1985 in Boston. Since then, it has grown to provide services to approximately 600 clients and to open a satellite office in Connecticut. As of June 2018, the firm had roughly $1.6 billion in assets under management. Congress has 11 advisors, and it is led by President Paul Lonergan.Location: 535 5th Ave, New York, 10017
Our People - Congress Asset
- http://www.congressasset.com/our-people.html
- Prior to joining Congress, Scott was a product manager for John Hancock Investment Management. Scott began his career in Dubai, UAE where he spent over seven years with a leading private wealth management firm in the region providing portfolio management and planning services for high net worth individuals and institutional clients.
Review of Congress Wealth Management – Massachusetts ...
- https://www.advisoryhq.com/articles/review-of-congress-wealth-management/
- HISTORY/BACKGROUND. Congress Wealth Management was established in 2009 as an independent, SEC Registered Investment Advisor (RIA). However, its affiliate firm, Congress Asset Management, has been in business since 1985, establishing a respected reputation in the investment management …
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