We are pleased to announce the acquisition of Pinnacle Advisor Solutions by Congress Wealth Management, LLC, an independent RIA headquartered in Boston, Massachusetts with seven offices across the country.
Pinnacle Advisor Solutions (PAS) was founded to support the independent advisor, by providing business solutions and resources to help achieve their goals. Our mission remains the same. We remain firmly committed to supporting independent wealth management firms.
The addition of PAS to the Congress complex gives us a true national footprint and will allow us to further enhance our offering to advisors so that they may continue to focus on financial planning, client relationships and new business development. We are now able to expand our services to include high net worth and ultra-high net worth clients by utilizing Congress’ expanded capabilities and their applications with end clients, which will allow us enhance our advisors’ success.
Congress’ culture and advisor community have been meaningful accelerators for Congress’ growth. Client friendly and educational investment communications for clients, idea sharing between seasoned and newer advisors, and utilization of advisor expertise across different client books are all ways Congress will to help our Strategic Partners grow and scale their practices to achieve their own success.
In the not-too-distant future, you will see some changes to our name and branding as our integration with Congress is completed. We will continue send our monthly newsletter as well as publish our …For Advisors podcast. Stay tuned!
We welcome the opportunity to speak with you about our Strategic Partnership program. Click < here > to schedule a convenient time.