Congress Wealth Advisor Solutions Congress Wealth Advisor Solutions Congress Wealth Advisor Solutions Congress Wealth Advisor Solutions
  • Partnerships
    • Strategic Partnership
    • Continuity & Succession
  • Resources
    • Financial Planning
    • Investment Management
    • Practice Management
    • Continuity & Succession Planning
    • Operations Management
    • Compliance
  • Team
  • Insights
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    • Podcasts
  • Advisor Center
Congress Wealth Advisor Solutions Congress Wealth Advisor Solutions
  • Partnerships
    • Strategic Partnership
    • Continuity & Succession
  • Resources
    • Financial Planning
    • Investment Management
    • Practice Management
    • Continuity & Succession Planning
    • Operations Management
    • Compliance
  • Team
  • Insights
    • Articles
    • Podcasts
  • Advisor Center

Operations Management

Maximize your time with clients and cultivating new relationships.

You are no longer alone. As part of our comprehensive Strategic Partnership, our back-office services allow you to spend more time working with existing clients, attracting new clients or enjoying an improved work-life balance. You will be assigned a dedicated member of our CWAS Client Relationship Group who will assume many of the day-to-day activities that can consume so much of your time.

Our Operations Specialists handle:

  • Account Set-up and Administration
  • Custodial Paperwork
  • Cashiering
  • Billing
  • Reporting

Resources

Financial Planning
Investment Management
Practice Management
Continuity & Succession Planning
Operations Management
Compliance

Schedule a call

Learn more about our strategic partnerships by scheduling a call at your convenience.

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Office headquarters

155 Seaport Blvd
Boston, MA 02210
Phone: (617) 428-7600 Fax: (617) 428-7699

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    © Congress Wealth Advisor Solutions
    Congress Wealth Advisor Solutions (CWAS) is a division of Congress Wealth Management, LLC (CWM), which is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. For additional information, please visit the Investment Adviser Public Disclosure website by searching with CWM's CRD #310873. Investment Advisory services are offered and rendered through CWM. CWM acquired Pinnacle Advisory Group, Inc. (Pinnacle) on April 30, 2021.