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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 clients 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.
Lake Forest Bank & Trust is a true community bank. Our promise is to provide customers with good old-fashioned personal service and a broad range of quality financial products. Products like our innovative: Junior Savers Club that teaches kids a fun
Bankside Chase Corporation is a Toronto, ON-based company in the Financial Services sector.
Cantillon Capital Management is a global equity investment management boutique.
F & M Bank & Trust Co. is a Tulsa, OK-based company in the Financial Services sector.