Welcome Mainline Private Wealth Clients
Congress Wealth Management LLC is very pleased to announce its partnership with MainLine Private Wealth.
We are delighted to welcome MainLine clients to CWM, as the combination of our advisory firms will allow us to provide you with an even higher level of client care and expanded wealth management resources. Your dedicated and experienced MainLine team will continue to serve you without disruption, and will work diligently to ensure a seamless experience during this transition. All MainLine contact information you may be used to will continue to function normally until further notice. If you need immediate assistance, please call 610-896-2050.
To access your Client Portal visit: https://global.addepar.com/portal/mainline.
We look forward to working with you and your family!