A complete list of active advisors currently associated with Continuum Wealth Management, LLC

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

Continuum Wealth Management provides customized investment management and ongoing financial planning to individuals, families, retirement plans, trusts and estates. The firm operates as a fee-only advisor and does not sell commissioned products or accept third-party sales compensation. The firm’s investment approach emphasizes strategic asset allocation and a macroeconomic, “big-picture” focus, favoring low-cost, institutional-class mutual funds and exchange-traded funds and implementing portfolios on a discretionary basis with regular rebalancing. Continuum Wealth Management integrates tax-aware services into portfolio management, including realized gain/loss reporting, pursuit of tax-loss harvesting opportunities, coordination with clients’ accountants, and assistance with required minimum distributions and annual net worth reviews. Distinctive operational features include formal information-sharing affiliations with two external firms to support client service and a practice structure in which the principal also serves as the firm’s compliance officer without a separate supervisory officer. The brochure also notes use of third-party bond brokers for separate-issue municipal purchases (with disclosure that the firm does not receive related commissions) and that proxy-voting responsibility is retained by clients rather than accepted by the firm.

To learn more about the advisors currently working at Continuum Wealth Management, LLC, 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.

Name	Location	Years of experience
Craig Ritter	Greenville, SC	17

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