CW Advisors
David Kauffman, JD, CFP®, is a seasoned wealth manager and principal at CW Advisors, where services include comprehensive financial planning and active portfolio management since February 2007. Prior experience includes serving as a financial advisor at Ferris, Baker Watts from June 2003 to February 2007, and at Morgan Stanley from May 2002 to May 2003. Educational credentials include a Doctor of Law (JD) from Widener University-Harrisburg Campus (1992-1995) and a Bachelor of Business Administration (BBA) from James Madison University (1986-1991).
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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.