| Name | Title | Contact Details |
|---|---|---|
Barry Cookston |
VPand Information Security Officer | Profile |
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 a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
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Living up to you starts with knowing what matters most Whether it’s making the most of your free time, closing on your first home or growing your business, whatever matters most to you, matters to us. Because at the end of the day, we know that banking isn’t what really matters, living is. So every product, every service, every conversation we have with you is about making your life easier, your future brighter, and your day a little more enjoyable. That’s what Living Up To You is all about.