Continuity Wealth Management, Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Continuity Wealth Management serves individual and high‑net‑worth clients, as well as trusts, estates, pension and charitable organizations, managing about $214.3 million for roughly 270 clients. The firm provides discretionary portfolio management combined with comprehensive financial planning and also supports sub‑advised custom indexing via Orion and held‑away retirement account management through the Pontera platform.
Portfolios are tailored to client investment objectives and risk tolerance, typically using mutual funds and exchange‑traded funds with periodic rebalancing and at least quarterly reviews. Continuity delegates tax‑managed and custom indexing strategies to Orion while monitoring sub‑advisor recommendations, and financial planning is generally delivered as part of the AUM advisory relationship.
The brochure states the firm offers educational workshops and seminars for existing and prospective clients, a service described separately from its advisory engagements. In operations, the fee section’s reference to market value being used “not adjusted by any margin debit” suggests the firm may manage accounts that include margin or borrowed positions, and the firm leaves proxy voting authority with clients rather than voting on their behalf.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000+: Negotiable
Account minimum: $100,000.00
Main office
3605 SW Multnomah Blvd.
Portland OR 97219
Advisors at this office
2
Most active in
Oregon · Texas · Washington
Also doing business as
Continuity Wealth Management, Corp. · Srm Advisors · Strategic Research & Management Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William B
ChFC®, Series 63, Series 65
Portland, OR
Continuity Wealth Management, Corp.
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 C
CFP®, Series 63, Series 65
Portland, OR
Continuity Wealth Management, Corp.
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.
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