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

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

Continuum Wealth Strategies is a single‑advisor registered investment adviser that serves individuals and other types of clients through wrap investment management, comprehensive financial planning, financial consulting, and ERISA/retirement (pension) consulting. The firm also offers access to third‑party portfolio managers via LPL Financial’s Manager Access Select program as part of its advisory services. Investment advice is delivered primarily through individualized, discretionary wrap accounts and combines multiple methods of analysis, including fundamental and technical approaches, with exposures to ETFs, mutual funds, individual equities and municipal bonds. The firm conducts due diligence on third‑party managers offered through the LPL platform and permits client‑directed restrictions where feasible. Noteworthy aspects relative to peers include sponsoring its own wrap fee program (an uncommon capability for a solo independent adviser), offering ERISA/pension consulting with acknowledged fiduciary responsibilities, and maintaining insurance licensing and broker‑dealer affiliations that allow commissionable securities and insurance sales. The brochure also discloses the firm’s relationship with LPL (including receipt of certain non‑soft‑dollar services and transition assistance) and a compact client base—14 clients with about $26.3 million in regulatory assets under management—features that shape potential conflicts of interest the firm discloses and manages.

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