Continuum Wealth Advisors, LLC
Investment Management
Saratoga Springs, New York, United States
6 employees
- Employees
- 6
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Continuum Wealth Advisors, LLC Overview
- Headquarters
- Saratoga Springs, New York, United States
- Phone Number
- Available in AeroLeads
- Website
- contwealth.com
- Industry
- Investment Management
- Employees
- 6
- Founded
- 2010
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About 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.
Continuum Wealth Advisors, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Continuum Wealth Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Rath, Cmt, Cfa | Building a Rockstar Financial Advisory Firm - Partner at Continuum Wealth Advisors - Chief Investment Officer | Saratoga Springs, New York, United States |
Email
|
| Andrew Heuss | Director of Strategic Growth | Greater Minneapolis-st. Paul Area, United States |
Email
|
| Patrick Kalish, Cfp® | Continuum Wealth Advisors - Financial Planner | Malvern, Pennsylvania, United States |
Email
Phone
|
| Timothy M. Smith, Aams | Managing Partner - CEO - Wealth Advisor | Saratoga Springs, New York, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Director
2 profiles
Individual contributor
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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