Congress Wealth Management, LLC
Congress Wealth Management, LLC (Congress) is a leading private, independent wealth management firm headquartered in Boston, Massachusetts with offices in Avila Beach, CA, Boston, MA, Columbia, MD, Costa Mesa, CA, Miami, FL, Scottsdale, AZ and Westport, CT. Founded in 2009, the firm provides comprehensive financial planning and investment management to high and ultra high net worth individuals and families and it manages nearly $5.6 billion of their wealth.
Congress’ commitment to innovative, research-based financial planning provides our clients with strategies and techniques that may take years for the rest of the industry to adopt, including safe withdrawal rates and tax location. Congress is an industry leader in active and tactically managed portfolios.
In April, 2021, Congress acquired Pinnacle Advisory Group, Inc and its subdivision Pinnacle Advisor Solutions (PAS). PAS was established in 2011 to provide outsourced business solutions to independent registered investment advisors. PAS was renamed Congress Wealth Advisors Solutions in June, 2021 following its transition into Congress Wealth.