Our firm is a nationwide, independent investment management company that places our clients and people first. Our goal is to create a legacy and passion through wealth preservation and growth. We offer plans that are custom tailored to our clients. We don't tell you what to do when you are working with us. Instead, we take the time to listen. It's not all about fitting you into a plan. We take the time to understand you and your goals. We can create a customized financial plan that will help you achieve your goals. Our clients are always our top priority. Congress Wealth Management is a strategic partner with Congress Asset Management Company. We are able to combine our oversight and strategic planning with the execution of detailed strategies that were previously only available to institutional investors. We are able to create optimized portfolios that maximize potential returns for given levels of risk. Our goal is to provide objective advice in reaching your goals, managing risk, and transparency regarding fees and investments. Each asset we manage is kept in an individual custodial account. Regular audits, reviews, and performance reports are done by independent fiduciaries who can verify that all information has been properly interpreted and acted upon.