CW Advisors
Candace Cavalier is a Chief Compliance Officer and General Counsel with extensive experience in regulatory and compliance matters within the financial services industry. She has worked in various legal roles at companies such as Axiom, Brown Brothers Harriman, and Investors Bank & Trust, specializing in investment funds and regulatory compliance. Candace also has a background in securities law from her time at the U.S. Securities and Exchange Commission. She holds a J.D. from American University Washington College of Law, an LL.M in Banking and Financial Law from Boston University School of Law, and a B.A. in International Relations, French, and Economics from the University of Pennsylvania.
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.