We understand the challenges that independent registered investment advisors face every day. Our Strategic Partnerships are designed to provide you with solutions to meet your needs and to help you achieve your goals. Our solutions will help to relieve you of the burden of day-to-day investment management and back-office tasks, leaving you more time to focus on your client relationships, business development and yourself.
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Focus more on business development and client relationships and less on unwanted and non-revenue-producing tasks.
Build a more efficient and scalable practice to free up time and to create a better work-life balance.
Ease your transition to independence by utilizing our turnkey outsourcing solutions.
A thriving practice tells us we have succeeded – succeeded in helping clients manage their wealth and financial goals, succeeded in building a business that supports our own personal and professional goals.
Congress Wealth Advisor Solutions provides advisors with the resources and support they need to succeed. Our solutions are designed to help alleviate the burden of being a solo practitioner. We work with you assuming investment management and back-office tasks, allowing you more time to focus on client service.
Let us walk you through your options.
schedule a call| Resources | CORE Investment Services |
COMPREHENSIVE Investment + Operations Services |
|---|---|---|
| Financial Planning | ✓ | ✓ |
| Investment Management | ✓ | ✓ |
| Practice Management | ✓ | ✓ |
| Continuity & Succession Planning | ✓ | ✓ |
| Operations Management | ✓ | |
| Compliance (via AdvisorAssist) | ✓ |
