Press Releases

CW Advisors, LLC announces the acquisition of Cubic Asset Management, LLC, an independent account management firm also based in Boston. The deal adds over $700 million of AUM to CWA.

Boston, MA – We are pleased to announce that Congress Wealth Management is rebranding to CW Advisors. The new name is rooted in our origins and also positions us for our ongoing evolution

Congress Wealth Management LLC (“Congress”), a Boston-based, independent registered investment advisor (“RIA”), today announced the acquisition of MainLine Private Wealth LLC (“MainLine”)

We are happy to announce that Audax Private Equity completed its previously disclosed strategic investment in Congress Wealth Management.

Congress Wealth Management LLC is very pleased to announce it has acquired Financial Resources Management Corporation (FRMC).

Congress Wealth Management, a privately-held, SEC-registered investment management firm, announced today it has acquired Pinnacle Advisory Group of Maryland