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VerifiedInvestment Management· Founded 2010

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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HeadquartersSaratoga Springs, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year2010Websitecontwealth.comLinkedIn profileLinkedIn

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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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

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