About CW Advisors
CW Advisors is a Financial Services company based in Boston (United States). CW Advisors is engaged in wealth management and financial planning. It operates on a Professional Services model. CW Advisors has completed 4 acquisitions, including Domus Capital Group, MainLine Private Wealth and Pinnacle Advisory. CW Advisors offers products and services including Wealth Management and Family Office Services. Its focus areas include Financials, Asset Management and Wealth Management.
Company details
CW Advisors is involved in providing wealth management and family office services across the United States. The firm is focused on crafting personalized financial strategies that adapt to clients evolving needs. Solutions are developed using sophisticated tools and market insights to unlock wealth potential. The company operates in the financial sector, emphasizing collective expertise, a unified approach, and access to unique investment opportunities for sustained growth.
- Headquarters Boston, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website congresswealth.com
- Social LinkedIn
- Investments & AcquisitionsDomus Capital Group
& 3 more
Products & Services of CW Advisors
CW Advisors offers a comprehensive portfolio of products and services, including Wealth Management and Family Office Services.
Wealth management services are provided for financial growth.
Family office services are offered for personalized planning.
People of CW Advisors
62 people are tracked at CW Advisors (17 in leadership, 45 in team).
| Name | Role | Group |
|---|---|---|
Michael Harty | Managing Director | Leadership |
Christopher J. Bleuher | Managing Director, West Coast | Leadership |
Clinton Lynch | Managing Director | Leadership |
Nedim Celik | Chief Technology Officer | Leadership |
Tamara Gardner | Vice-president Of Human Resources | Leadership |
Paul Lonergan | CEO | Leadership |
Sauro Locatelli | Director of Quantitative Research | Leadership |
Rich Villiotte | COO, Partner | Leadership |
Richard Barrett | Chief Investment Officer, Partner | Leadership |
Erin Wendell | CFO | Leadership |
Scott Dell’Orfano | Chief Strategic Officer | Leadership |
Michael Galvin | Executive Managing Director, Partner | Leadership |
Meghan Joyce | National Director of Advisor Support | Leadership |
Kristin Tucker | National Director of Client Relations | Leadership |
Gregory Wilent | Director Of Investment Research | Leadership |
John Lenihan | Director Of Accounting | Leadership |
Candace Cavalier | General Counsel & Chief Compliance Officer | Leadership |
Robert Driscoll | SVP of Business Development | Team |
Ryan Carroll | SVP of Strategic Partnerships | Team |
John Berry | Wealth Manager | Team |
42 more people are available in the full profile.
Complete people profiles for CW Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by CW Advisors
CW Advisors has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Domus Capital Group, MainLine Private Wealth and Pinnacle Advisory.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management and financial advisory services are provided to clients. | mainlineprivatewealth.com | Wynnewood, United States | 2011 | Sep 2023 | •••• | |
Wealth management services are provided to clients by the firm. | pinnacleadvisory.com | Columbia, United States | 1993 | May 2021 | •••• | |
Provider of diversified consulting services | pinnacle-advisory.com | Boston, United States | 1991 | May 2021 | •••• | |
Provider of financial services | domuscapgroup.com | Avila Beach, United States | 2012 | Feb 2020 | •••• |
Complete acquisition details for CW Advisors
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of CW Advisors
4 dated milestones of CW Advisors across 3 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Domus Capital Group.
- Acquisition Acquires Pinnacle Advisory.
- Acquisition Acquires Pinnacle Advisory Group.
- Acquisition Acquires MainLine Private Wealth.
Top companies in Asset Management
3 companies that operate in the same segment as CW Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about CW Advisors
CW Advisors is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
CW Advisors is involved in providing wealth management and family office services across the United States. The firm is focused on crafting personalized financial strategies that adapt to clients evolving needs. Solutions are developed using sophisticated tools and market insights to unlock wealth potential. The company operates in the financial sector, emphasizing collective expertise, a unified approach, and access to unique investment opportunities for sustained growth.
CW Advisors offers Wealth Management and Family Office Services.
CW Advisors has made 4 acquisitions, including Domus Capital Group, MainLine Private Wealth, and Pinnacle Advisory.