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
    • Articles
    • 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

Practice Management

A blueprint for designing a practice.

CWM has been blessed with considerable success over its history – growing from a small trust company with few clients to a firm serving more than 2,000 clients and managing $6 billion in assets under management (AUM).* Strategic Partners benefit from our institutional investment and communication process that can be personalized to fit any practice.

We anticipate a Strategic Partnership could free a significant amount of your valuable time. Once onboard, we can provide you with the tools and know-how to leverage that newfound time to achieve your personal and professional goals.

We will help you to evaluate how you currently operate your practice. Then we will help you determine the best way to structure your practice to achieve your professional and personal goals.

CWAS draws upon the expertise of its team of professionals – planning, investments, marketing, and operations. If you have an issue, it is likely we have experienced something similar and can provide insight into how it was handled and its outcome.

Each year CWAS also fosters a sense of community among our Strategic Partners providing them with the opportunity to engage with one another annually at our Partners Forum. We gather with our Strategic Partners to share our best ideas and best practices. Our Strategic Partners are encouraged to share their unique experiences and solutions with one another.

* As of 3/31/22

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. 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.