Congress Wealth Management, LLC

Congress Wealth Management, LLC is a wealth management firm headquartered in Boston, Massachusetts with offices in Avila Beach, CA, Boston, MA, Columbia, MD, Miami, FL, Scottsdale, AZ and Westport, CT. Founded in 2009, the firm provides comprehensive financial planning and investment management to high net worth individuals and families, managing $6 billion* of their wealth.

In April 2021, CWM acquired Pinnacle Advisory Group, Inc and its subdivision Pinnacle Advisor Solutions (PAS). PAS was established in 2011 to provide outsourced business solutions to independent registered investment advisors. PAS was renamed Congress Wealth Advisors Solutions in June 2021 following its transition into CWM.

*As of 3/31/2022