CW Advisors
Brendan Collins, CFP®, currently serves as a Wealth Manager and Relationship Manager at CW Advisors since November 2021. Prior to this role, Brendan worked at UBS as a Wealth Strategy Associate from January 2020 to November 2021, and at Fidelity Investments as a Relationship Manager and Financial Representative from January 2015 to January 2020. Brendan began a career in finance as a Financial Planning Intern at Bay State Financial Services during the summer of 2013, where responsibilities included account data entry. Brendan holds a degree from Babson College, where attendance spanned from 2010 to 2014, and graduated from Boston College High School in 2010.
CW Advisors
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.