CW Advisors
Gregory Wilent, CFA, is a skilled finance professional currently serving as a Senior Analyst at CW Advisors since November 2023. Prior to this role, Gregory held various positions at Archer from April 2015 to October 2023, including Assistant Vice President, Operations Manager, Operations Supervisor, and Operations Specialist. Gregory also contributed to the Penn State Student Support Services Program as an Economic Student Liaison and Tutor from January to December 2014, mentoring students in econometrics and leading study organizations. Earlier experience includes work as a Warehouse/Events Production Assistant at Affairs To Be Remembered, Inc. from December 2012 to August 2014. Gregory earned a Bachelor of Science degree in Economics from Penn State University between 2010 and 2014.
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.