Timothy M. Smith, Aams

Timothy M. Smith, Aams Email and Phone Number

Managing Partner and CEO @ Continuum Wealth Advisors, LLC
Saratoga Springs, NY, US
Timothy M. Smith, Aams's Location
Saratoga Springs, New York, United States, United States
Timothy M. Smith, Aams's Contact Details

Timothy M. Smith, Aams work email

Timothy M. Smith, Aams personal email

n/a
About Timothy M. Smith, Aams

Physicians have enough daily worries - their finances shouldn't be one of them. I help physicians organize their financial lives by understanding the ins and outs of their practice and guiding them through the process of simplifying money matters in their lives.With over 30 years of experience, there aren't many things that I haven't seen. This experience allows me to see the big picture and to propose solutions to help clients achieve what matters most. I have built a team around me that allows us to handle your financial matters under one roof. From managing investments to preparing taxes, you no longer need to make multiple stops and coordinate with multiple advisors - we handle everything for you.

Timothy M. Smith, Aams's Current Company Details
Continuum Wealth Advisors, LLC

Continuum Wealth Advisors, Llc

View
Managing Partner and CEO
Saratoga Springs, NY, US
Website:
contwealth.com
Employees:
6
Timothy M. Smith, Aams Work Experience Details
  • Continuum Wealth Advisors, Llc
    Managing Partner And Ceo
    Continuum Wealth Advisors, Llc
    Saratoga Springs, Ny, Us
    View
  • Continuum Wealth Advisors, Llc
    Ceo | Managing Partner
    Continuum Wealth Advisors, Llc Mar 2023 - Present
    Saratoga Springs, New York, Us
    View
  • Continuum Wealth Advisors, Llc
    Managing Partner & Ceo
    Continuum Wealth Advisors, Llc Jan 2023 - Present
    Saratoga Springs, New York, Us
    View
  • Continuum Wealth Advisors, Llc
    Managing Director, Investment Advisory Services & Ceo
    Continuum Wealth Advisors, Llc Jan 2010 - Jan 2023
    Saratoga Springs, New York, Us
    View
  • Sage Wealth Management
    President
    Sage Wealth Management Nov 2001 - Dec 2009
  • Capobianco & Associates
    Vice President
    Capobianco & Associates Jan 1991 - Nov 2001

Timothy M. Smith, Aams Skills

Retirement Strategic Planning Investments Retirement Planning Financial Advisory 401k Estate Planning Financial Planning Investment Strategies Term Life Insurance Long Term Care Customer Service Wealth Management Portfolio Management Investment Advisory Asset Allocation Strategic Financial Planning Pensions Series 7 Fixed Annuities Asset Management High Net Worth Individuals Investment Management Wealth Management Services Life Insurance Leadership Management Insurance Asset Managment Alternative Investments Mutual Funds Securities Wealth Disability Insurance Asset Protection

Timothy M. Smith, Aams Education Details

  • Memphis State University
    Memphis State University
  • St. Rose College
    St. Rose College
  • Niskayuna High School
    Niskayuna High School

Frequently Asked Questions about Timothy M. Smith, Aams

What company does Timothy M. Smith, Aams work for?

Timothy M. Smith, Aams works for Continuum Wealth Advisors, Llc

What is Timothy M. Smith, Aams's role at the current company?

Timothy M. Smith, Aams's current role is Managing Partner and CEO.

What is Timothy M. Smith, Aams's email address?

Timothy M. Smith, Aams's email address is ts****@****lth.com

What schools did Timothy M. Smith, Aams attend?

Timothy M. Smith, Aams attended Memphis State University, St. Rose College, Niskayuna High School.

What skills is Timothy M. Smith, Aams known for?

Timothy M. Smith, Aams has skills like Retirement, Strategic Planning, Investments, Retirement Planning, Financial Advisory, 401k, Estate Planning, Financial Planning, Investment Strategies, Term Life Insurance, Long Term Care, Customer Service.

Who are Timothy M. Smith, Aams's colleagues?

Timothy M. Smith, Aams's colleagues are Ben Guerin, Jennifer L. Henry.

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