Strategic Partnerships

Congress Wealth Advisor Solutions is about helping you achieve your goals.

We understand that the solo practitioner and small ensemble advisory firms often have too much to do and not enough time or resources to do it. Our Strategic Partnerships allow you to leverage our resources and scale, leaving you more time to focus on your clients and to attract new business.

Therefore, we carefully select a handful of advisors with whom to work providing them the resources they need to achieve their goals: whether that be accelerating growth, creating a lifestyle practice or going independent. Our solutions leave you in complete control at all times: your firm remains independent and your client relationships are yours and yours alone.

Growth is often the top objective set by independent financial advisors. Yet, the complaint we hear most often is that advisors are so busy managing investment portfolios and back office tasks, they have little time left for business development.

You have spent years building your practice and are ready to start enjoying more time outside the office. You are not interested in giving up your practice but are ready to find some relief from the day to day operations and investment management.

You have built a solid book of business from the ground up. Your clients entrusted you to care for their financial future and advocate in their best interest. In return, you seek the freedom to serve them in the best way you know how.  You are ready for independence.

We all want to grow our practices. A thriving practice tells us we succeeded: succeeded in helping clients manage their finances and succeeded in building a business that supports our own personal and professional goals.

Congress Wealth Advisor Solutions’ investment and back office solutions are designed to free 40-80% of your time by removing you from the day-to-day burdens of investment management and operations.

Our Core Strategic Partnership addresses four critical elements of an advisor’s business:

Financial Planning: Keep up with the best practices in the industry used by Congress’ own wealth managers under the guidance of Kelly Wright CFP^® Congress’ Director of Wealth Management.

Investment Management: Our multi-strategy platform offers the choice of four investment strategies ranging from strategic to tactical to quant to suit the risk profile of each client.

Practice Management: We will work with you to develop a plan of action based on our own blueprint for building a robust advisory business.

Continuity and Succession Planning: Our PRISM solution protects your clients and your loved ones in the event of your sudden death or disability.

Our Comprehensive Strategic Partnership encompasses our Core Strategic Partnership solution while also adding these Operations Services:

Operations:  Congress’ Client Service team handles all the client account setup and administration, billing and reporting functions on behalf of its partners.

Compliance:  Congress has partnered with leading national compliance consultant AdvisorAssist to provide our partners with the leading compliance expertise, service and technology to make this work less burdensome.

Congress Wealth Advisor Solutions is a leader in providing advisors with the resources and support they need to grow their advisory firm by allowing them to focus their attention on client acquisition and existing client service leaving the time consuming administrative tasks to us while remaining fully independent.

Let us walk you through your options and help you get started.