Our Mission

Congress Wealth Advisor Solutions offers institutional investment management and practice management solutions to support financial advisors in growing their business, tailored to help them achieve their own unique goals. We believe strongly in the independent advisor model and our solutions allow the advisor to remain in complete control of their firm and 100% independent.

Strategic Partnership

Our Strategic Partnerships allow you to leverage our resources, freeing up valuable time to spend focusing on clients and attracting new business.

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Continuity & Succession

Put a plan in place for your clients and your family in the event of sudden death or disability.

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Knowledge
Experience
Performance

Congress Wealth Advisor Solutions, a division of Congress Wealth Management LLC, provides customizable solutions for investment management, back-office operations, practice management and continuity planning to independent advisors. For more than a decade, we have supported advisors across the country.

Recent Articles & Podcasts

CWM Investment Themes for 2024 and Beyond: Emerging Opportunity in Structured Credit

CWM Investment Themes for 2024 and Beyond: Emerging Opportunity in Structured Credit

As we think about investment themes for next year and beyond, one thing that stands out is that there are... read more →
December 5, 2023
CWM Investment Themes for 2024 and beyond: “More companies private for longer”

CWM Investment Themes for 2024 and beyond: “More companies private for longer”

Over the next couple of weeks, our Investment Team will be rolling out and sharing our thoughts on more longer-term... read more →
November 28, 2023
L-E-I says we’re in R-E-C-E-S-S-I-O-N

L-E-I says we’re in R-E-C-E-S-S-I-O-N

Our internal recession model has been flashing red for a while, and although lots of progress has been made vs.... read more →
November 20, 2023
The Non-Magnificent 493

The Non-Magnificent 493

A lot of ink is being spilled writing about the Magnificent 7, the seven largest stocks by market capitalization in... read more →
November 15, 2023
Markets Like Lower Inflation

Markets Like Lower Inflation

The latest CPI inflation report was just released this morning, and so far it’s put markets in a very good... read more →
November 14, 2023
Key Takeaways from Q3 Earnings Season

Key Takeaways from Q3 Earnings Season

With over 90% of companies in the S&P 500 index having already reported results, the numbers for Q3 earnings season... read more →
November 10, 2023
The Market Is Getting Thrusty

The Market Is Getting Thrusty

It has been a great two weeks for the S&P 500. The market closed higher in each of the last... read more →
November 9, 2023
SLOOS singing the blues as recession looms

SLOOS singing the blues as recession looms

Our internal recession model has been flashing red for a while, and although lots of progress has been made vs.... read more →
November 7, 2023
Q3 Earnings Update: Results Beat, but Guidance Weak

Q3 Earnings Update: Results Beat, but Guidance Weak

We are entering the final stretch of Q3 earnings reporting season. As of yesterday, 310 companies representing roughly 66% of... read more →
November 2, 2023