What departments does CW Advisors have?

CW Advisors has employees across 5 departments including Business Development, Customer Success, Human Resources, Banking, Information Technology.

What is the largest department at CW Advisors?

The largest department at CW Advisors is Banking with 3 employees.

Where are CW Advisors employees located globally?

CW Advisors has employees across 1 continents and 1 countries including United States Of America.

How has CW Advisors's team size changed over time?

CW Advisors's team has grown from approximately 97 to 103 employees based on available data.

CW Advisors Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

CW Advisors is an SEC-registered investment management firm based in Boston, Massachusetts, serving high-net-worth individuals, families, foundations, and endowments. The firm provides an integrated suite of services that blends financial planning, investment consulting and management, and specialty offerings tailored to each client's needs. A team of seasoned investment professionals collaborates to deliver timely, well-reasoned investment decisions and objective advice.

CW Advisors emphasizes a service model focused on deeply understanding clients' situations and the personal and family dynamics that influence financial planning. In 2025 the firm expanded through the acquisition of Delta Financial Group, a New Jersey-based registered investment advisor.

CW Advisors Global Highlights

North America
165

United States Of America
165

CW Advisors's Leadership

G. S.
Director Of Strategic Partnerships
Mobile Phone
Email
G. C.
Client Relationship Manager
Mobile Phone
Email
D. K.
Wealth Manager, Principal
Mobile Phone
Email
M. G.
Wealth Manager
Mobile Phone
Email
K. K. S.
Human Resources Manager
Mobile Phone
Email
K. E.
Senior Operations Specialist
Mobile Phone
Email
M. M.
Senior Planning Associate
Mobile Phone
Email
E. Z.
Wealth Management Advisor
Mobile Phone
Email

CW Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Engineering
Accounting
Community & Social Services
Other

Contact profiles from CW Advisors

Name

Title

Contact

Location

Last Update

G. S.
Director Of Strategic Partnerships
Mobile Phone
Email
Oct 16, 2024
G. C.
Client Relationship Manager
Mobile Phone
Email
Apr 15, 2026
D. K.
Wealth Manager, Principal
Mobile Phone
Email
Aug 28, 2026
M. G.
Wealth Manager
Mobile Phone
Email
Jul 24, 2026
K. K. S.
Human Resources Manager
Mobile Phone
Email
Jun 25, 2026
K. E.
Senior Operations Specialist
Mobile Phone
Email
Oct 23, 2024
M. M.
Senior Planning Associate
Mobile Phone
Email
Oct 23, 2024
E. Z.
Wealth Management Advisor
Mobile Phone
Email
Aug 06, 2026
J. O.
Information Technology Specialist
Mobile Phone
Email
Oct 23, 2024
L. L.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is CW Advisors known for?

CW Advisors was founded in 2009 and operates in the Financial Services industry. You can contact CW Advisors's main corporate office by phone at

+1-617-428-****

. Explore CW Advisors's company overview page for more information.

What is CW Advisors's most common email format?

CW Advisors employees' email format typically follows the pattern of FLast@congresswealth.com. Trying to find reliable and up-to-date employee contact data? Find more CW Advisors email formats with LeadIQ.

How many employees does CW Advisors have currently?

CW Advisors has approximately 160 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are CW Advisors's key employees and leadership?

As of August 2026, CW Advisors's key employees include:

Director Of Strategic Partnerships: G. S.
Client Relationship Manager: G. C.
Wealth Manager, Principal: D. K.
Wealth Manager: M. G.
Human Resources Manager: K. K. S.

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CW Advisors Employee Directory

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