CW Advisors
David Costigan currently serves as Senior Vice President at CW Advisors, where he works at the intersection of wealth planning, advisory services, and portfolio management. Prior to this role, David held positions such as Managing Partner at SlateStone Wealth, LLC, Managing Partner at Norton Point Strategic Advisors, LLC, and Executive Managing Director at Boston Private Wealth LLC. David brings a wealth of experience in wealth management and financial planning, with a Masters in Financial & Tax Planning from San Diego State University and executive education from Harvard Business School.
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.