Continuum Wealth Advisors

Wealth Management Firm in Saratoga County, NY

Firm Info
Address: 18 Division St #207b, Saratoga Springs, NY 12866, USA
Phone: (518) 583-4050

Firm Size
Assets Under Management: $183.2 million
# of Advisors: 4
# of Clients: 664
Client to Advisor Ratio: 166:1
Average Account Size: $275,828
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

* required fields

Continuum Wealth Advisors, LLC Overview

Continuum Wealth Advisors, LLC is an investment advisory firm that has been in business since 2010. They are based out of Saratoga Springs, NY, and operate under a fee-only fee arrangement model. As a registered investment advisory firm, Continuum Wealth Advisors provides investment advice only, focusing on financial planning, portfolio management for individuals and small businesses, pension consulting services, and recommending other advisors to their clients. The firm is committed to providing its clients with comprehensive assistance that addresses their unique needs and goals. They work closely with clients to develop personalized financial plans that can help them reach their long-term objectives. With portfolio management services, Continuum Wealth Advisors can guide clients through market volatility while ensuring their investments align with their goals and risk tolerance. One of the firm's exceptional services is their pension consulting services. Understanding the complexities of pension plans for businesses is a challenge for many, but Continuum Wealth Advisors simplifies the process. They assist their clients in developing efficient, customized pension plans that meet their unique requirements and assist with implementation. Finally, the recommendation of other advisors is a great service offered by Continuum Wealth Advisors. They recognize that they are not experts in all areas. Continuum Wealth Advisors considers the advantages that other advisors provide and believes that clients can benefit substantially from a team approach to managing their finances. Overall, Continuum Wealth Advisors is committed to helping their clients build, protect and manage their wealth consistently.

(CONTINUUM WEALTH ADVISORS, LLC) serves a wide variety of clients, ranging from individuals to high net worth individuals to pension or profit sharing plans. Within this client base, CONTINUUM WEALTH ADVISORS, LLC has developed expertise in tailoring their services to meet the unique needs of each client. They understand that each individual and organization has different financial goals, and they work to create customized solutions that help their clients achieve those goals. (CONTINUUM WEALTH ADVISORS, LLC) offers a range of fee structures depending on the service provided. One fee structure is a percentage of assets under management (AUM). This means that a client would pay a percentage of the total value of their investments managed by CONTINUUM WEALTH ADVISORS, LLC. This fee structure incentivizes CONTINUUM WEALTH ADVISORS, LLC to help their clients maximize the value of their investments. Other fee structures might be a flat fee for certain services or an hourly rate for consultations. Ultimately, the fee structure selected will be customized to meet the unique needs of each client and help them achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to Continuum Wealth Advisors' Part 2 Brochure, the firm generally requires a minimum relationship size of $100,000. However, this minimum may be waived at the Advisor's sole discretion. It is also worth noting that certain Independent Managers may impose minimums for their investment strategies.

How This Office Can Help Saratoga County, NY Residents

Continuum Wealth Advisors is a trusted financial planning firm that provides comprehensive strategies to help clients achieve their financial goals. The firm serves individuals and families in Saratoga County, NY, a region known for its high cost of living, booming real estate market, and rapidly changing demographics. With deep expertise in investment management, retirement planning, estate planning, and tax planning, Continuum Wealth Advisors offers tailored solutions that address the specific financial situations of clients in Saratoga County. For instance, many clients in Saratoga County may be facing the challenge of balancing their investment portfolios and managing their wealth amid economic uncertainty. The firm's team of experienced advisors helps clients navigate market volatility and identifies investment opportunities that align with their investment goals and risk tolerances. Additionally, affluent families in Saratoga County may have complex estate planning needs, which require a comprehensive approach that considers long-term tax liabilities and potential changes in estate laws. Continuum Wealth Advisors works closely with clients to create customized estate plans that protect their assets and minimize tax liabilities for future generations. Ultimately, the firm provides the expertise, guidance, and resources necessary for clients in Saratoga County to achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Continuum Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Continuum Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Continuum Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 18 Division St #207b, Saratoga Springs, NY 12866, USA
Phone (518) 583-4050
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Continuum Wealth Advisors, LLC is registered to service clients in the following states:

  • Florida
  • New York
  • North Carolina
  • Texas

Disciplinary History

Continuum Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.