How does CONTINUUM WEALTH MANAGEMENT, LLC help clients – Key Takeaways:
CONTINUUM WEALTH MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing personalized wealth management solutions to high net worth individuals and families. Their team of experienced advisors are well-versed in financial planning, investment management, and tax strategies to help their clients achieve their financial goals.
Facts and Insights
CONTINUUM WEALTH MANAGEMENT, LLC was founded in 2009 and is headquartered in New York City. The firm has grown to employ over 100 advisors, who collectively manage over $5 billion in assets under management (AUM) for their clients.
Their commitment to delivering exceptional client service has earned them recognition in the industry, with multiple awards and accolades. CONTINUUM WEALTH MANAGEMENT, LLC has been named one of the Top 100 Independent Financial Advisors by Barron’s, and their advisors have also been recognized as Top Wealth Advisors by Forbes and Top 1,200 Financial Advisors by Financial Times.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Total AUM |
|---|---|---|
| 2009 | 100+ | $5 billion+ |
Financial Services Offered
CONTINUUM WEALTH MANAGEMENT, LLC offers a wide range of financial services to their clients, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Strategies
- Risk Management
- Insurance Solutions
Their team of advisors work closely with each client to understand their unique financial situation and develop a personalized plan to meet their specific needs and goals.
Client Types
CONTINUUM WEALTH MANAGEMENT, LLC primarily serves high net worth individuals and families, including business owners, executives, and professionals. They also work with institutions such as foundations, endowments, and corporate retirement plans.
Fees & Compensation
CONTINUUM WEALTH MANAGEMENT, LLC is a fee-based firm, deriving their compensation from a combination of fees and commissions. This means that they do not earn commissions on all the products or services they recommend, ensuring that their recommendations are solely in the best interest of their clients.
Their fee structure may vary depending on the services provided and the complexity of each client’s financial situation. However, they are transparent about their fees and will discuss them with clients before any agreement is made.
Background
The team at CONTINUUM WEALTH MANAGEMENT, LLC is made up of seasoned professionals with extensive experience in the financial industry. Many of their advisors hold advanced degrees and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Each advisor brings a unique set of skills and expertise to the table, allowing CONTINUUM WEALTH MANAGEMENT, LLC to provide comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CONTINUUM WEALTH MANAGEMENT, LLC has a fiduciary duty to act in the best interest of their clients. This means that they are legally obligated to provide financial advice that is in the best interest of their clients and must disclose any potential conflicts of interest.
CONTINUUM WEALTH MANAGEMENT, LLC also maintains a clean disciplinary record and has not faced any legal or regulatory actions in the past 10 years. They are committed to upholding the highest ethical standards in their industry and are transparent with their clients about their practices and disclosures.