When was Congress Wealth Management, LLC founded?
Congress Wealth Management, LLC was founded in 2009.
Where are Congress Wealth Management, LLC headquarters?
Congress Wealth Management, LLC headquarters are in Boston, Massachusetts, United States.
How many employees does Congress Wealth Management, LLC have?
Congress Wealth Management, LLC has 83 employees.
What sector does Congress Wealth Management, LLC operate in?
Congress Wealth Management, LLC is in financial services sector.
Is Congress Wealth Management, LLC a private company?
Yes, Congress Wealth Management, LLC is a private company.
What does Congress Wealth Management, LLC Do ?
Congress wealth management is a boston-based, sec-registered independent investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. we go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. we work in a strategic partnership with congress asset management as a core manager to provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well reasoned investment decisions. in addition we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets.
What does Congress Wealth Management, LLC specialize into ?
Congress Wealth Management, LLC specialises into Wealth Management, Institutional Quality Investments, Portfolio Construction Services, Family Office
Who is the CEO of Congress Wealth Management, LLC ?
We do not have the information about the CEO of Congress Wealth Management, LLC. Our systems are trying to find it, we will update it as soon as we have it.
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