CWM Welcomes FRMC Clients

September 1, 2023

Congress Wealth Management LLC is very pleased to announce it has acquired Financial Resources Management Corporation (FRMC). FRMC has been providing sound financial advice to their clients for almost thirty years. Prior to this acquisition, FRMC had worked closely with our Congress Wealth Advisor Solutions group for many years. We are delighted to formally welcome FRMC clients to the CWM family.