Press Releases
Audax Strategic Investment Closed
We are happy to announce that Audax Private Equity completed its previously disclosed strategic investment in Congress Wealth Management.
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
Congress Wealth Management Announces the Acquisition of Pinnacle Advisory Group
Congress Wealth Management, a privately-held, SEC-registered investment management firm, announced today it has acquired Pinnacle Advisory Group of Maryland
May 1, 2021
CWM Announces a New Strategic Partnership with Domus Capital Group LLC
Congress Wealth Management, LLC is very pleased to announce a strategic partnership with Domus Capital Group LLC
February 3, 2020