Our experienced professionals understand the dedication and hard work that goes into creating wealth, and we aim to alleviate the burden of managing your finances so that you can fully embrace a life of meaning and purpose.
Private Wealth Advisor / Owner
Client Relationship Manager
As investment professionals, Congruent Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Chief Compliance Officer
Director of Investments
Managing Director, Operations
Head of Portfolio Management
Senior Portfolio Manager
Other resources includes LPL Financial, New Edge Advisors, Charles Schwab and Fidelity; we follow a fiduciary standard offering decades of experience managing assets, preserving wealth, and helping clients work towards their life goals.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.