CW Advisors
Eric Zeltner, CFP, is a seasoned wealth management professional currently serving as a Wealth Management Advisor at Congress Wealth Management, LLC since September 2023. Prior experience includes a role in Portfolio Management at MainLine Investment Partners from August 2020 to October 2023, where a custom approach to investment advice based on client individuality was emphasized. Eric also worked as a Financial Advisor at Merrill Lynch from November 2014 to April 2018. Eric Zeltner holds a Bachelor's degree in Accounting and Finance from the University of Tampa, earned in May 2012, and completed further education at Learning @ Morning Brew in 2022.
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.