Press Releases

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”)
September 28, 2023

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 stra
July 18, 2023

CWM Welcomes FRMC Clients

Congress Wealth Management LLC is very pleased to announce it has acquired Financial Resources Management Corporation (FRMC).
September 1, 2023