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.

More

Continuity & Succession

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

More

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

Recession Still Lies Ahead

Recession Still Lies Ahead

It seems like forever since we started talking about recession. The yield spread between 10-year and 2-year treasuries (a.k.a. the... read more →
June 2, 2023
New S&P 500 Monthly Candle

New S&P 500 Monthly Candle

This note is going to go into some of the more granular, monthly technical work that we do, but with... read more →
June 1, 2023
When sentiment is dire, the market generally goes higher

When sentiment is dire, the market generally goes higher

The Conference Board’s Survey of Consumer Confidence showed that consumers have grown even more pessimistic towards the stock market as... read more →
May 31, 2023
What does a “narrow rally” look like?

What does a “narrow rally” look like?

At two meetings I was in yesterday the topic of the current “narrow rally” was brought up.  “Narrow rally” means... read more →
May 26, 2023
Plain and simple: inflation is driven by too much money sloshing around

Plain and simple: inflation is driven by too much money sloshing around

“Inflation is always and everywhere a monetary phenomenon”– Nobel Laureate Milton Friedman in speech given in India in 1963 We... read more →
May 25, 2023
Some market technicals for your Tuesday

Some market technicals for your Tuesday

There are three consensus views I see right now in the market:  US recession sometime 2H23 US office real estate... read more →
May 23, 2023
Q1 Earnings Update

Q1 Earnings Update

With over 90% of companies in the S&P 500 index having already reported results, Q1 2023 earnings season is drawing... read more →
May 18, 2023
It’s lonely at the top, especially for the Fed chair

It’s lonely at the top, especially for the Fed chair

Everything is politics, including politics itself, investing, and the role of the Fed and its chair.  Not really a surprise... read more →
May 9, 2023
“Pause and Effect”

“Pause and Effect”

As expected, the Fed hiked +25bps yesterday and the post-hike Powell press conference was the usual bad TV it always... read more →
May 4, 2023