Congress Wealth Management

About Congress Wealth Management Congress Wealth Management is a nationwide independent investment management firm that values clients and people first. We strive for legacy and passion through wealth preservation and growth. We have tailored plans that we believe are the most beneficial. When consulting and planning with us, you are actively involved. We don't tell you what to do. We take the time to listen. It isn't about fitting you into a plan. We take the time to understand you and your goals. We can create a customized financial plan that will help you achieve your goals. Our clients are our priority. Congress Wealth Management partners with Congress Asset Management Company and is a strategic partner. We combine our oversight and strategic planning with the execution of specific strategies. Our aim is to offer optimized portfolios that maximize potential returns for given levels of risk. We aim to offer objective advice when it comes to achieving your goals, managing risk, and being transparent about fees and investments. Every asset we manage is kept in an individual custodial account. Regular audits, reviews of performance, and reports are always done, by independent fiduciaries to check that everything is handled correctly and no mistakes or fraud have occurred.