We are proud to share that we have been named one of Barron’s Top 100 RIA Firms* for 2024! This is the second consecutive year we have been included on the list. *Rankings are based on a proprietary survey of more than 100 questions and formula to generate the ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice.?Data is for year ending June 30, 2024.?More information on the methodology can be found here:
关于我们
CW Advisors (formerly Congress Wealth Management LLC) is a 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 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 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.
- 网站
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https://www.cwadvisorsgroup.com/
CW Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Boston，Massachusetts
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Wealth Management、Institutional Quality Investments、Portfolio Construction Services和Family Office
地点
CW Advisors员工
动态
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