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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.
Bank SNB offers the banking solutions and expertise you need to be successful. We’re committed to providing the service you deserve and the resources you need. The financial decisions you make today impact your family’s and business’ future and get you closer to making your dreams a reality. With access to our knowledgeable, experienced bankers, you can make smarter decisions that get you where you want to go. We offer commercial and consumer banking, mortgage origination and servicing, and treasury management services.
Bay State Savings Bank is a Worcester, MA-based company in the Financial Services sector.
Geauga Savings Bank is a Newbury, OH-based company in the Financial Services sector.
Peoples Bank of Commerce is a Cambridge, MN-based company in the Financial Services sector.