Continuum Wealth Advisors, LLC

Timothy Smith is a financial advisor at Continuum Wealth Advisors, LLC in Venice, Florida, with 15 years of industry experience. He holds Series 63 and 66 licenses and has worked at Continuum Wealth Advisors since 2010. He was also involved with Continuum Tax Advisors, LLC, a tax preparation business affiliated with the firm, which he partially owns. Additionally, Smith is an independent insurance agent for various companies. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm offers comprehensive wealth management services combining discretionary investment management, financial planning, and 401(k)/profit-sharing plan advisory, using a long-term, fundamental-analysis-driven investment approach.

Benjamin Guerin is a financial advisor at Continuum Wealth Advisors, LLC in Saratoga Springs, NY, holding a Series 65 designation with one year of industry experience. His prior work includes a position at Fleet Feet. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm provides comprehensive wealth management services with a long-term, fundamental-analysis investment approach and incorporates due diligence on independent managers.

Jennifer Henry is a financial advisor at Continuum Wealth Advisors, LLC in Saratoga Springs, NY, holding the Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Continuum Wealth Advisors since 2010. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm provides comprehensive wealth management services, combining discretionary investment management, financial planning, and retirement plan advisory with a long-term, fundamental-analysis-driven investment approach.

Andrew Heuss is a financial advisor with Continuum Wealth Advisors, LLC in Saratoga Springs, NY. He holds the Series 65 designation and has three years of industry experience. Prior to joining Continuum Wealth Advisors in 2025, he worked at Modelist Inc., BHM Capital, and Advisor Ascension. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm offers comprehensive wealth management services with a long-term, fundamental-analysis-driven investment approach and incorporates customized portfolios alongside due diligence and oversight of independent managers.

David Rath is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Continuum Wealth Advisors, LLC since 2021. His prior roles include positions at Bouchey Financial Group, Wealth Advisory Group, and Northwestern Mutual Investment Management. Rath is also the owner of Continuum Tax Advisors, a separate tax preparation business affiliated with his firm. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plans. The firm employs a long-term, fundamental-analysis-driven investment approach and offers comprehensive wealth management services, including discretionary investment management, financial planning, and 401(k) plan advisory.

Patrick Kalish is a CFP®-certified financial advisor at Continuum Wealth Advisors, LLC with 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for nine years before joining Continuum Wealth Advisors in 2025. Continuum Wealth Advisors is a mid-sized SEC-registered advisory firm serving individuals, trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental-analysis-driven investment approach and offers comprehensive wealth management services, including discretionary investment management and financial planning.