Our Planning Approach
As a fee-based Registered Investment Advisor, Continuum Wealth Advisors, LLC provides a variety of unbiased investment solutions. Our “save first, invest second” methodology serves as the basis for a solid investment approach.
“Discuss/plan/solve” isn’t just a tagline, it’s a process…
Discussion with an individual to identify family, financial and investment objectives is the most crucial component of any financial plan. This process includes outlining investment risk tolerance, time horizon, personal expectations, as well as short and long-term goals.
Once we have a clearer picture of what a client’s assets need to do for them, we design a prudent investment portfolio comprised of quality suitable investments.
Going forward, disciplined monitoring and regular meetings regarding a client’s portfolio allows us to adjust the assets to market shifts, as well as the client’s changing priorities.