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Meet Your Coaches

Frank Congilose
CEO & Founder

Any questions or thoughts?

We are always happy to help out!

Out of his extensive experience and insight, Frank Congilose created the Institute of Responsible Wealth. Frank defines “Responsible Wealth” as being happy, building wealth and leaving a legacy. In his 25+ years as a financial coach and advisor, Frank has learned that achieving Responsible Wealth is not about the money. It is about education and knowledge across the 5 Wealth Building Blocks. Frank created the Institute of Responsible Wealth to build a community of highly skilled professionals and information to help people on their individual journey to “Live a Life of Responsible Wealth”. We want the Institute of Responsible Wealth to be the resource that you turn to for information to help navigate life’s twists and turns.

Check the background of our investment professionals on FINRA’s BrokerCheck

Institute of Responsible Wealth

2111 Route 34 South

Wall,  New Jersey 07719 

Phone:
844-843-4679
Email:  info@iofrw.com

The Institute of Responsible Wealth is an educational division of C&A Financial Group, an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRASIPC.  PAS is a wholly-owned subsidiary of Guardian. The Institute of Responsible Wealth and C&A Financial Group are not affiliates or subsidiaries of PAS or Guardian.  

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C & A Financial is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2111 Rt. 34 South Wall, NJ 07719. (732) 528-4800 PAS is a wholly-owned subsidiary of Guardian. C & A Financial is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures 

Terms of Use and Privacy Policy

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Click here for a copy of the Form CRS Customer Relationship Summary.

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2023-154191 exp 04/25

© 2024 by Institute of Responsible Wealth

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