BOSTON–(BUSINESS WIRE)–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 and future growth, as we expand our offering to benefit all clients.
“Our new name signifies our commitment to elevating our clients’ financial experience. While we have a rich history in wealth management, our capabilities encompass a broader advisory role. Our new corporate identity, CW Advisors, reflects our dedication to providing comprehensive and diversified advisory services tailored to meet the evolving needs of our clients,” said Paul Lonergan, Chief Executive Officer of CW Advisors.
In addition to growing our geographic footprint, we expect the expansion of our solution set to enhance the client experience for the individuals and families we serve.
“Over the past several years, we have broadened our family office services, expanded access to alternative investments, and significantly upgraded our technology. Moreover, we continue to add to our talented team of Wealth Managers, investment professionals and relationship managers,” said Ken Zannoni, President, Chief Wealth Officer. “As CW Advisors, our dedication to providing an exceptional experience for our clients remains unchanged.”
Rich Villiotte, President, Chief Operating Officer added, “CW Advisors will continue to seek opportunities to enhance our offering to clients as we work together to achieve their financial goals.”
In the coming weeks, CW Advisors will introduce its new branding and will launch a new website that reflects our expanded reach and capabilities.
About CW Advisors
CW Advisors, LLC is a registered investment adviser under the SEC Investment Advisers Act of 1940, as amended. We are a national, independent investment management firm that puts clients first. We aim to preserve and grow wealth that fuels passions and creates legacies with plans custom-tailored to each of our clients. Headquartered in Boston, CW Advisors has offices in Westport, CT; Scottsdale, AZ; Avila Beach, CA; Columbia, MD; Miami, FL; and Wynnewood, PA. Registration does not imply a certain level of skill or training. For additional information, please visit our website or visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with CWA’s CRD #310873.