CONGRESS WEALTH ADVISOR SOLUTIONS
Congress Wealth Advisor Solutions provides investing, compliance, operations, and practise management solutions.
CONGRESS WEALTH ADVISOR SOLUTIONS
Industry:
Banking Consulting Financial Services Operating Systems
Founded:
2010-01-01
Address:
Columbia, Maryland, United States
Country:
United States
Website Url:
http://www.congresswealthadvisorsolutions.com
Total Employee:
11+
Status:
Active
Contact:
+1(786) 332-6914
Email Addresses:
[email protected]
Technology used in webpage:
Formstack TimeTrade
Similar Organizations
Advantage Payment Services
Advantage Payment Services provides automation and productivity tools that support compliance, fraud prevention, and customer management.
Digital Mobile Money
Digital Mobile Money deals with product development, consultation, back-office operations, MFS IT architecture & risk management framework.
Hall Private Wealth Advisors
Hall Private Wealth Advisors is dealing in financial services and helpful in wealth management services.
Partner Advisors
Partner Advisors offers consultation on banking, investment, insurance, annuities, brokerage and wealth management services.
Saylor Wealth Strategies
Saylor Wealth Strategies provides financial and wealth management services.
Spillane Consulting Associates
SCA offers consulting in compliance, quality control, technology, workflow, secondary market operations, and management solutions.
Official Site Inspections
http://www.congresswealthadvisorsolutions.com
- Host name: 104.21.58.219
- IP address: 104.21.58.219
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago

More informations about "Congress Wealth Advisor Solutions"
CW Advisor Solutions
CW Advisor Solutions offers institutional investment management and practice management solutions to support financial advisors in growing their business, tailored to help them achieve โฆSee details»
Whatโs new at Congress Wealth Advisor Solutions โ CW Advisor โฆ
Jul 19, 2022 Congress Wealth Management LLC (โCongressโ) is a registered investment advisor with the U.S. Securities and Exchange Commission (โSECโ).See details»
Team โ CW Advisor Solutions
Kristin joined CWA in May 2021. She was promoted to National Director of Client Relations in September 2021. Kristin is responsible for overseeing CWAโs Operations team, ensuring an โฆSee details»
Congress Wealth Management is Now CW Advisors
Jan 10, 2024 We are pleased to announce that Congress Wealth Management is rebranding to CW Advisors. The new name is rooted in our origins and also positions us for our ongoing โฆSee details»
CW Advisors Information - RocketReach
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, โฆSee details»
Congress Wealth Advisor Solutions - Crunchbase
Congress Wealth Advisor Solutions provides investing, compliance, operations, and practise management solutions.See details»
CONGRESS WEALTH MANAGEMENT LLC - CW Advisor Solutions
March 31, 2022 (Part 2A of Form ADV) CONGRESS WEALTH MANAGEMENT LLC 155 Seaport Blvd, 3rd Floor BOSTON, MA 02210 (617) 428-7600 Fax (617) 428-7699 โฆSee details»
Congress Wealth Management Is Now CW Advisors - Yahoo Finance
BOSTON, January 10, 2024--We are pleased to announce that Congress Wealth Management is rebranding to CW Advisors. The new name is rooted in our origins and also positions us for โฆSee details»
Congress Wealth Management Is Now CW Advisors - Business Wire
Jan 10, 2024 BOSTON--(BUSINESS WIRE)--We are pleased to announce that Congress Wealth Management is rebranding to CW Advisors.The new name is rooted in our origins and โฆSee details»
CW Advisors Review 2024 - investor.com
Oct 16, 2024 CW Advisors, registered in 2020, serves 51 state(s) with a licensed staff of 36 advisors. CW Advisors manages $6.9 billion and provides investment advisory services for โฆSee details»
Congress Wealth Management Announces the Acquisition of โฆ
Boston, MA โ May 01, 2021 โ Congress Wealth Management, a privately-held, SEC-registered investment management firm, announced today it has acquired Pinnacle Advisory Group of โฆSee details»
Investment Management โ CW Advisor Solutions
Investment markets are global and they are non-stop โ 24 hours a day, 7 days a week. They not only require acumen, but they require scale. CW Advisors and CWAS (collectively CWA) โฆSee details»
Home - CW Advisors
Your Catalyst for Building Wealth At CW Advisors, weโre more than just investment managers โ weโre your partners in unlocking the potential of your wealth. As a leading wealth management โฆSee details»
May 2021 โ Congress Wealth Advisor Solutions
This podcast is designed and built just for independent advisors with AUM between $20 โ $300M to help them make good management decisions with information they need to run their practices.See details»
David Berman | Comprehensive Wealth Solutions, LLC
David Bermanโs comprehensive approach helps ensure that each clientโs entire financial world, including retirement planning, investments, risk management, and estate planning, all works โฆSee details»
#43: Scott DellโOrfano | M&A โ CW Advisor Solutions
This podcast is designed and built just for independent advisors with AUM between $20 โ $300M to help them make good management decisions with information they need to run their practices.See details»
Wealth Advisor | The Voice of the Financial Advisor Community
US Economy Poised For 'Solid' Growth In 2025 Because America 'Doesn't Import Recessions': BofASee details»
Paul Lonergan - CW Advisors
Before co-founding CW Advisors in 2009, I served as President of Congress Trust. Prior to that, I was Senior Vice President at SEI Investments where I led the firmโs family offices in Boston โฆSee details»
Strategic Partnership - CW Advisor Solutions
A thriving practice tells us we have succeeded โ succeeded in helping clients manage their wealth and financial goals, succeeded in building a business that supports our own personal and โฆSee details»
Worldview Advisory | Public Affairs, Carbon & Capital Advisory
Worldview Advisory is a premier global advisory firm, uniquely positioned to offer strategic counsel and capital advisory services to c-suite executives around the world.See details»