Congress Wealth Management specializes in personalized wealth management services, focusing on building genuine relationships with clients to craft custom portfolios that align with their unique needs and values. Operating primarily in the United States, the firm serves high-net-worth individuals and families, offering a comprehensive approach that goes beyond simple asset allocation. By leveraging a diverse array of global asset classes, Congress Wealth Management ensures that each portfolio is tailored to the client's evolving financial goals and life circumstances. The business model revolves around fee-based financial planning and investment management services, generating revenue through advisory fees and asset management charges. The recent acquisition of Pinnacle Advisory Group, with locations in Columbia, MD, and Miami, FL, expands their footprint and enhances their service offerings. The firm is headquartered in Boston, MA, with additional offices in Avila Beach, CA.

Keywords: wealth management, custom portfolios, high-net-worth, financial planning, global asset classes, advisory fees, investment management, client relationships, Pinnacle acquisition, Boston headquarters.