CW Advisors
Paul Lonergan is a seasoned executive with extensive experience in leadership roles within the financial services industry. Currently serving as Chief Executive Officer at CW Advisors since April 2009, Paul previously held the position of President at Congress Trust from 2006 to 2009 and served as Senior Vice President at SEI INVESTMENTS MANAGEMENT CORPORATION from 1998 to 2006. Paul Lonergan's educational background includes a degree from the University of Massachusetts Amherst, where studies were completed between 1986 and 1990.
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.