Life is hectic. Your finances shouldn't be. Located in Saratoga Springs, NY, our firm is focused on simplifying the complexity of investing and personal finance to allow you to focus on what matters most. We pride ourselves in communicating regularly, in plain English, to ensure our clients understand that their money is in good hands. With over sixty years of combined wealth management experience, you can feel confident in the team that is in charge of your investments. Continuum Wealth Advisors, LLC (“Continuum") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.
View Top Employees from Continuum Wealth Advisors, LLCWebsite | https://contwealth.com |
Revenue | $872000 |
Employees | 6 (6 on RocketReach) |
Founded | 2010 |
Address | 18 Division Street Ste 207B, Saratoga Springs, New York 12866, US |
Phone | (518) 583-4050 |
Fax | (518) 587-5303 |
Technologies |
JavaScript,
HTML,
Twitter
+10 more
(view full list)
|
Industry | Investment Management, Finance General, Finance |
Competitors | Clay Northam Wealth Management, Creative Financial Planning, Selkirk Wealth Advisors, LLC, The Advice Center |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Continuum Wealth Advisors, LLC employee's phone or email?
The Continuum Wealth Advisors, LLC annual revenue was $872000 in 2024.
David Rath is the Partner and Chief Investment Officer of Continuum Wealth Advisors, LLC.
6 people are employed at Continuum Wealth Advisors, LLC.
Continuum Wealth Advisors, LLC is based in Saratoga Springs, New York.
The NAICS codes for Continuum Wealth Advisors, LLC are [52393, 52, 5239, 523].
The SIC codes for Continuum Wealth Advisors, LLC are [62, 628].