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CW Advisors

EST. AUM
$15,224,527,279

CONTACTS
22

CLIENT ACCOUNTS
23,756

Firm Details

Metro area Boston
CRD Number 310873
Website cwadvisorsgroup.com
Client types

Overview

CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm that develops innovative wealth solutions for high-net-worth individuals, families, foundations, and endowments. While each client’s needs are unique, common goals typically include asset protection and growth, superior service, and sound, objective advice. The firm goes well beyond traditional wealth management services by offering a fully integrated approach that includes financial planning, investment consulting and management, and specialized services tailored to individual client needs. Clients benefit from access to a unique team of seasoned investment professionals who engage in a collaborative decision-making process aimed at producing timely and well-reasoned investment outcomes. The firm’s mission is to serve as a center of service and stability, helping clients steward their wealth while working to preserve and grow their financial assets. As of December 31, 2024, the firm managed over $9.7 billion in assets. It has expanded through strategic acquisitions, including Cubic Asset Management in July 2024, Agili in August 2024, and Aspire Wealth Management and Fernwood Investment Management in January 2025, collectively adding significant assets under management. In October 2024, Jennifer DeSisto joined as Chief Investment Officer, bringing over 25 years of investment experience. The firm's approach focuses on collective expertise, a unified strategy, and tailored financial solutions for its clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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