Continuum Wealth Advisors, Llc
Life is hectic. Your finances shouldn't be. Located in Saratoga Springs, NY, our firm is focused on simplifying the complexity of investing and personal finance to allow you to focus on what matters most. We pride ourselves in communicating regularly, in plain English, to ensure our clients understand that their money is in good hands. With over sixty years of combined wealth management experience, you can feel confident in the team that is in charge of your investments. Continuum Wealth Advisors, LLC (“Continuum") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.
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Verified contacts
9
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
30
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AH
Andrew Heuss
Director of Strategic Growth · General Business & Management
EmailPhone - JL
Jennifer L. Henry
Portfolio Services Manager · Operations
EmailPhone - PK
Patrick Kalish
Director of Financial Planning · Finance & Accounting
EmailPhone - BG
Ben Guerin
Portfolio Analyst · Finance & Accounting
EmailPhone - DR
David Rath
Partner & Chief Investment Officer · General Business & Management
EmailPhone - TM
Timothy M. Smith
CEO Managing Partner · Other
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Continuum Wealth Advisors, Llc
7 distinct titles indexed · top 7 shown.
- 2portfolio analyst
- 1ceo managing partner
- 1director of financial planning
- 1director of strategic growth
- 1partner & chief investment officer
- 1portfolio services manager
- 1senior vice president wealth advisor
Sign up to unlock all 9 contacts at Continuum Wealth Advisors, Llc
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