Continuum Wealth Advisors Employee Directory

Continuum Wealth Advisors corporate office is located in 18 Division St Ste 207B, Saratoga Springs, New York, 12866, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Human Resources

C-Suite

Key Employees of Continuum Wealth Advisors

PK
Patrick Kalish
Director, Financial Planning
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Continuum Wealth Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Continuum Wealth Advisors

Hundreds of professionals searching for Continuum Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JH
Jennifer Henry
Email Direct
Manager, Portfolio Services
United States , New York , Saratoga Springs

BG
Benjamin Guerin
Email Direct
Portfolio Analyst
United States , New York , Saratoga Springs

PK
Patrick Kalish
Email Direct
Director, Financial Planning
United States , New York , Saratoga Springs

Timothy Smith
Email Direct
Managing Wealth Advisor & Partner & Chief Executive Officer
United States , New York , Saratoga Springs

Former Employees at Continuum Wealth Advisors

Explore people who held key positions, contributed to Continuum Wealth Advisors's success, and advanced their careers.

KM
Kaitlyn Murphy
Senior Account Executi... at PAN Communications
Worked as Event Planning Coordinator
at Continuum Wealth Advisors (2022-2022)
Email Direct
WR
Walter Reidy
Senior Vice President at Century Health & Housi...
Worked as Senior Vice President
at Continuum Wealth Advisors
Email Direct

Explore More

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Frequently Asked Questions Regarding Continuum Wealth Advisors Employees

How many employees does Continuum Wealth Advisors have?

Continuum Wealth Advisors has 1-10 employees

Who are Continuum Wealth Advisors key employees?

Some of Continuum Wealth Advisors key employees are Patrick Kalish

Where is Continuum Wealth Advisors located?

Continuum Wealth Advisors’s headquarters are located at 18 Division St Ste 207B, Saratoga Springs, New York, 12866, United States

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, LLC is a fee-based fiduciary financial advisory firm located in Saratoga Springs, NY, specializing in helping pre-retirees and retirees manage their finances. The firm focuses on reducing taxes, protecting investments, and creating reliable income streams for clients to enjoy a stress-free retirement. Their approach combi... Read More

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 Employees