A complete list of active advisors currently associated with Continuity Wealth Management, Corp.

Warmer can help you find a great advisor at Continuity Wealth Management, Corp. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Continuity Wealth Management, Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.