Author: Jovi Opacic

1/10/24 Congress Wealth Management Is Now CW Advisors

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 and future growth, as we expand our offering to benefit all clients. “Our new name signifies our commitment to elevating our clients’ […]

9/28/23 Congress Acquires MainLine Private Wealth

Congress Wealth Management LLC (“Congress”), a Boston-based, independent registered investment advisor (“RIA”), today announced the acquisition of MainLine Private Wealth LLC (“MainLine”), a Wynnewood, Pennsylvania-based RIA with approximately $1.1 billion of assets under management. Terms of the deal are not disclosed. “We’re excited to welcome the MainLine team and the firm’s clients to the Congress […]

7/18/23 Audax Strategic Investment Closed

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 strategic investment in Congress Wealth Management (“Congress”), a Boston-based, independent registered investment advisor (“RIA”). Congress offers wealth management and investment advisory services to high-net-worth (“HNW”) individuals and families throughout […]