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Craig R

CFP®, Series 63

Greenville, SC

Continuum Wealth Management, LLC

Craig Ritter is a CFP® with 17 years of industry experience and has been the sole advisor at Continuum Wealth Management, LLC since 2007. He holds a Series 63 license and operates out of Greenville, SC. Continuum Wealth Management also provides administrative, non-advisory services to other financial advisory firms. Continuum Wealth Management offers ongoing investment management and integrated financial planning to individuals, families, retirement plans, trusts, and estates. The firm focuses on strategic asset allocation and a macroeconomic approach, managing diversified portfolios primarily with institutional-class no-load mutual funds and passive ETFs on a discretionary basis.

General retirement planning General tax planning Tax-loss harvesting Retirement income strategy
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