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

Price Leading Sentiment Again

Price Leading Sentiment Again

The S&P 500 is up 20% from the October lows and predictably more and more investors are bullish on continued... read more →
June 8, 2023
Now that we’ve cleared SP500 4200, what’s next is “breadth”

Now that we’ve cleared SP500 4200, what’s next is “breadth”

With the market now having cleared the all-important 4200 on SP500, the question now becomes “what’s next?”.  The answer is... read more →
June 7, 2023
Rents go lower as inflation goes slower

Rents go lower as inflation goes slower

The CPI Index captures trends in consumer prices, the stuff that you and I all consume each day in various... read more →
June 5, 2023
Crisis averted…we’re onto our next crisis

Crisis averted…we’re onto our next crisis

As expected, our beloved elected officials waited until the very last moment and then cut a deal that does little... read more →
June 2, 2023
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