Continuity Private Wealth
With more than 100 years of combined experience, we’ve built our reputation for dependability, transparency, and exceptional service one client at a time. Our investment ideology is conservative, and our strategy is simple: design a sound financial plan that supports your goals, then help you stick with it over the long term. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
7-day free trial · no credit card
Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 4 verified contacts at Continuity Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AB
Aiden Baltz
Wealth Advisor · Finance & Accounting
EmailPhone - JD
Jamie Debuque
Managing Partner, Private Wealth Manager · Finance & Accounting
EmailPhone - TB
Timothy Baltz
Managing Partner, Private Wealth Manager · Finance & Accounting
EmailPhone - WF
Wendy Fratrik
Chief Operating Officer, Senior Wealth Advisor · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Continuity Private Wealth
3 distinct titles indexed · top 3 shown.
- 2managing partner, private wealth manager
- 1chief operating officer, senior wealth advisor
- 1wealth advisor
Sign up to unlock all 4 contacts at Continuity Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Continuity Private Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.