Cw Advisors

Cw Advisors company information, Employees & Contact Information

Explore related pages

Related company profiles:

CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs is 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 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. Registration does not imply a certain level of skill or training.

Company Details

Employees
143
Founded
-
Address
155 Seaport Blvd, Boston,massachusetts 02210,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Boston, Massachusetts
Looking for a particular Cw Advisors employee's phone or email?

Cw Advisors Questions

News

CW Advisors Adds Two Boston-Area RIAs - Business Wire

CW Advisors Adds Two Boston-Area RIAs Business Wire

CW Advisors Adds $1.4 Billion in AUM With Acquisition of Two RIAs - Yahoo Finance

CW Advisors Adds $1.4 Billion in AUM With Acquisition of Two RIAs Yahoo Finance

Osaic to Acquire CW Advisors - citybiz

Osaic to Acquire CW Advisors citybiz

3 cornerstones young physicians need for a strong financial foundation - Medical Economics

3 cornerstones young physicians need for a strong financial foundation Medical Economics

CW Advisors Adds Two Pennsylvania RIAs - Business Wire

CW Advisors Adds Two Pennsylvania RIAs Business Wire

Osaic Acquires $13.5B RIA CW Advisors - citybiz

Osaic Acquires $13.5B RIA CW Advisors citybiz

CW Advisors Acquires $1.3 Billion New Jersey RIA - Business Wire

CW Advisors Acquires $1.3 Billion New Jersey RIA Business Wire

Top Cw Advisors Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant