Press Releases

Boston, MA – We are pleased to announce that Congress Wealth Management is rebranding to CW Advisors. The new name is rooted in our origins and also positions us for our ongoing evolution

Congress Wealth Management LLC (“Congress”), a Boston-based, independent registered investment advisor (“RIA”), today announced the acquisition of MainLine Private Wealth LLC (“MainLine”)

We are happy to announce that Audax Private Equity (“Audax”), a leading alternative investment manager and capital partner to middle market companies, completed its previously disclosed stra

Congress Wealth Management LLC is very pleased to announce it has acquired Financial Resources Management Corporation (FRMC).

Congress Wealth Management, a privately-held, SEC-registered investment management firm, announced today it has acquired Pinnacle Advisory Group of Maryland

Congress Wealth Management, LLC is very pleased to announce a strategic partnership with Domus Capital Group LLC