CW Advisors
Erin Wendell is currently the Chief Financial Officer at CW Advisors, a Boston-based independent investment management firm. Prior to this role, Erin held positions such as Chief Financial Officer & Chief Compliance Officer at Pinnacle Advisory Group and Financial Manager at McKesson Health Solutions. Erin's background includes experience as a Senior Financial Analyst at Unisyn Medical Technologies and Senior Associate at KPMG. Erin obtained a BBA in Accounting from the University of Notre Dame and a Master of Professional Accountancy from Indiana University, with an emphasis in Consulting.
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.