CW Advisors
Richard Barrett is currently serving as the Chief Investment Officer and Partner at Congress Wealth Management, LLC. Prior to this role, Richard held the position of Chief Investment Officer at Flatley Family Office. He has extensive experience in portfolio management and investment strategies, having worked at companies such as Wellington Management, Andover Capital, and Fidelity Investments. Richard holds a Master of Business Administration from Harvard Business School and a Bachelor of Science in Accounting and Finance from Boston College.
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.