Company Overview
- Headquarters
- 155 Seaport Blvd, Boston MA
- Website
- cwadvisorsgroup.com
- Phone
- (617) 428-7600
- Employees
- 110
- Founded in
- 2009
- Industry
- Financial Services
Financials & Stats
Revenue
$50B
Who is CW Advisors
CW Advisors, formerly Congress Wealth Management LLC, is a SEC-registered investment management firm based in Boston, Massachusetts. The company employs 110 people and generates $50 million in annual revenue. CW Advisors specializes in developing innovative wealth solutions for high-net-worth individuals, families, foundations, and endowments. They offer a comprehensive suite of services, including financial planning, investment consulting, investment management, and specialty services tailored to each client's unique needs. The firm distinguishes itself through its fully integrated approach to wealth management, emphasizing a collaborative process involving seasoned investment professionals. CW Advisors prides itself on its unparalleled customer service model, ensuring a thorough understanding of clients' situations, goals, and the personal and family/business dynamics influencing their financial decisions. Clients can visit CW Advisors' website at cwadvisorsgroup.com for more information.
Company Leadership
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