Continuum Wealth Advisors

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

18 Division St Ste 207B, Saratoga Spring...

Phone Number

(518) 583-4050

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Continuum Wealth Advisors

Continuum Wealth Advisors specializes in retirement planning, tax reduction strategies, and proactive investment management for pre-retirees and retirees. They help their clients create organized financial plans that minimize taxes and maximize income, allowing for a stress-free retirement experience. The company coordinates all aspects of its clients' finances to ensure cohesive planning and addresses common retirement challenges such as market volatility and income distribution. With a focus on personalized service, they are dedicated to understanding their clients' unique situations and creating tailored financial solutions.Explore more
Continuum Wealth Advisors's Social MediaPopular SearchesContinuum Wealth Advisors LLCContinuum Wealth AdvisorsContinuum Tax Advisors LLCSaratoga SpringsSIC Code 62,628NAICS Code 52,523Show more

Continuum Wealth Advisors Org Chart

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PK
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Director, Financial Planning

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Timothy Smith, Managing Wealth Advisor & Partner & Chief Executive Officer at Continuum Wealth Advisors
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Managing Wealth Advisor & Partner & Chief Exe...

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Portfolio Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Continuum Wealth Advisors

<$5M
1-10
Private
-
2010
PK
Patrick KalishDirector, Financial Planning
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2013
DN
Darren NorthamFounding Principal
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Continuum Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Continuum Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Continuum Wealth Advisors.

Continuum Wealth Advisors Tech Stack

A closer look at the technologies used by Continuum Wealth Advisors

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Frequently Asked Questions Regarding Continuum Wealth Advisors

What is Continuum Wealth Advisors's official website?
Continuum Wealth Advisors's official website is www.contwealth.com
What is Continuum Wealth Advisors's Revenue?
Continuum Wealth Advisors's revenue is <$5 Million
What is Continuum Wealth Advisors's SIC code?
Continuum Wealth Advisors's SIC: 62,628
What is Continuum Wealth Advisors's NAICS code?
Continuum Wealth Advisors's NAICS: 52,523
How many employees does Continuum Wealth Advisors have?
Continuum Wealth Advisors has 1-10 employees
What industry does Continuum Wealth Advisors belong to?
Continuum Wealth Advisors is in the industry of: Finance, Securities Trading
What is Continuum Wealth Advisors competition?
Continuum Wealth Advisors top competitors include: Clay Northam Wealth Management, Klauenberg Retirement Solutions, Stockade Wealth Management, Goodrich and Associates
What technology does Continuum Wealth Advisors use?
Some of the popular technologies that Continuum Wealth Advisors uses are: Cloudflare CDN, MailChimp, Google Font API, Node.js
How do I contact Continuum Wealth Advisors?
Continuum Wealth Advisors contact info: Phone number: (518) 583-4050 Website: www.contwealth.com
What does Continuum Wealth Advisors do?

Continuum Wealth Advisors specializes in retirement planning, tax reduction strategies, and proactive investment management for pre-retirees and retirees. They help their clients create organized financial plans that minimize taxes and maximize income, allowing for a stress-free retirement experience. The company coordinates all aspects of its clie... nts' finances to ensure cohesive planning and addresses common retirement challenges such as market volatility and income distribution. With a focus on personalized service, they are dedicated to understanding their clients' unique situations and creating tailored financial solutions.Read More

What are Continuum Wealth Advisors social media links?
Continuum Wealth Advisors Linkedin page Continuum Wealth Advisors Facebook page
Is Continuum Wealth Advisors a public company?
Continuum Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Continuum Wealth Advisors

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