News: Market Outlook Conference Call 7/2/14 [Listen to MP3]
Individuals and Families
Strategic Partners
Institutional Investors
Learn more about our Family Office services...
Helping you achieve your wealth and legacy goals, by delivering comprehensive, customized wealth management solutions.
Learn more about our strategic relationships...

We work closely with select strategic partners to build a financial management system that best suits our clients unique needs.

Learn more about our institutional pedigree...
Our unique pedigree has allowed us to develop expertise in working with a range of institutions including foundations and endowments.

Preserving Wealth. Preserving Family.

Accumulating wealth creates both uncommon opportunities and imposing challenges. Families of considerable wealth are faced with an array of unique needs. Congress Wealth Management, LLC is a registered investment advisor, providing investment management and advisory services to families faced with these unique needs. We provide a suite of services intended to connect families of the means with the exceptional lives they seek.

Our team of advisors will build a financial management system that will work for you today—and for generations to come. In addition to overseeing your financial situation, we hope to preserve the special sense of the family by promoting the development of each member’s human, intellectual, financial and social capital. By focusing on prospering as a family, creating opportunities for scale and efficiency can be maximized.

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