Congress Wealth Advisor Solutions
Congress Wealth Advisor Solutions (CWAS) is a division of Congress Wealth Management, one of the leading wealth management firms in the nation, managing more than $5.6 Billion worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing, and business practices to ensure best-in-class service to their clients. By pooling resources, we can assure clients that we are delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. Congress Wealth Advisor Solutions provides Mountain PEAK with research and resources that allows us to spend more time with our clients.
Charles Schwab
Through its Schwab Advisor Services division, Charles Schwab is a leading custodian for independent investment advisors. Schwab provides important third-party custodial services such as monthly activity and valuation statements, tax reporting, distributions and other servicing functions.