CTOs on the Move


 
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing ...
  • Number of Employees: 100-250
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Sargent County Bank

Sargent County Bank is a Forman, ND-based company in the Financial Services sector.

Town North Bank

Town North Bank is a Dallas, TX-based company in the Financial Services sector.

Citizens State Bank

Citizens State Bank is a fourth generation family owned bank specializing in business banking, personal banking, Trust and investment services. Citizens State Bank serves customers throughout central and east-central Indiana.

Payette River Community CR UN

Payette River Community CR UN is a Emmett, ID-based company in the Financial Services sector.

Savings Bank of Mendocino County

Savings Bank of Mendocino County is one of the leading companies in the Financial Services sector.