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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.
Mortgage Lending Reimagined. Cardinal Financial is modernizing the way home loans are obtained with unrivaled transparency, simplicity, and value. Cardinal Financial is a nationwide direct mortgage lender that provides modernized home financing solutions. Since 1987, we’ve been routinely generating billions of dollars in loans and connecting borrowers to their homes every day. Using a unique combination of proprietary technology and human expertise, we’re making the complicated process of obtaining a home loan simpler and easier. Our business is fueled by our passion for connecting people to the home of their dreams. A lot of lenders will tell you they’re the best, but at Cardinal Financial, we can prove it.
Du Page National Bank is a West Chicago, IL-based company in the Financial Services sector.
Brookfield Soundvest Capital Management Ltd. is a Ottawa, ON-based company in the Financial Services sector.