Our Team at Congress WEalth
Congress Wealth Advisor Solutions is a division of Congress Wealth Management (formerly Pinnacle Advisory Group), one of the leading wealth management firms in the nation, managing over $5 Billion for institutions and families worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing and business practices to ensure best-in-class service to their clients. By pooling resources, VWP can assure clients it is delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. VWP is provided with a dedicated Client Service Representative and full access to the entire staff. Please see below to meet Congress’ investment team or click here for updates from the team.