CW Advisors
Caleigh Nolan is an experienced professional currently serving as a Relationship Manager and Team Lead at CW Advisors since April 2021. Prior to this role, Caleigh worked at Fidelity Investments from 2019 to April 2021, holding positions as a Financial Representative and Customer Experience Associate. Caleigh holds a Bachelor's degree in Communication/Public Relations and Health Sciences from Fairfield University, which was completed in 2019, and also graduated from Cohasset Middle/High School with a High School Diploma.
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.