William Baldwin is a ChFC® with 37 years of industry experience, currently serving as an advisor at Continuity Wealth Management, Corp. in Portland, OR, where he has worked since 2011. Prior to and during his tenure at Continuity, he was associated with Cambridge Investment Research, Inc. He is also licensed as an insurance agent offering fixed insurance products. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm employs mutual funds, ETFs, and tax-managed strategies, utilizing a sub-advisory relationship with Orion Portfolio Solutions and distinctive operational tools like the Pontera platform.

Justin Curtiss is a CFP® professional at Continuity Wealth Management, Corp. in Portland, OR, with six years of industry experience. His prior roles include positions at Cambridge Investment Research, Sustainable Wealth Management Inc., and Landerholm, P.S. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable organizations, managing approximately $214 million. The firm offers discretionary portfolio management with comprehensive financial planning, utilizing mutual funds, ETFs, and custom indexing strategies tailored to client objectives.