Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm.

Finance

Investment Management

Congress Wealth Management

Paul Lonergan

Michael Galvin

Scott Dell’Orfano

Candace Cavalier

Erin Wendell

Richard Barrett

Rich Villiotte

Ken Zannoni

The Wealth Management Team at Congress Wealth Management provides customized investment strategies and financial planning services to clients. Comprised predominantly of Wealth Managers, supported by Principals and Client Advisors, the team focuses on delivering holistic wealth management solutions that align with clients' individual financial goals and needs.

Wealth Management Team

Client Relations

Leadership Team

Wealth Management Team

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Other teams at Congress Wealth Management

Client Relations

Leadership Team