Miami, FL Office

May Cheung is a CFP® certificant with 23 years of experience in the financial advisory industry. She is currently with Congress Wealth Management LLC, where she has worked for five years, following six years at Pinnacle Advisory Group. She is based in Miami, FL, and holds a Series 63 license. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as acting as a sub-advisor to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk strategies.

Stephen Wright is a CFP® with 12 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, and retirement plan advisory.