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Life is hectic.

Your finances shouldn't be.



Investment Management

Retirement Planning

Financial Organization


Welcome to
Continuum Wealth Advisors, LLC

We are dedicated to making you feel comfortable- with your money and with us.

How do we do it?


Communication

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Communication

We communicate regularly, in plain English (no mentions of standard deviation here).


Expertise

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Expertise

We do the heavy lifting behind the scenes
so you don't have to.


Personalization

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Personalization

We pick up the phone when you call and know your name (you are not just a number to us).


Organization

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Organization

We provide an organized view of your finances so you understand everything that is important.



Which of These Best Describes You?


How We Help

Investment Management

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Using a combination of fundamental and technical analysis, we make sure your money works hard for you.

Retirement Planning

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Answering the biggest question on every worker's mind: "When?"

Financial Organization

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Go from junk drawer to tool kit.

Retirement Distribution Strategies

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The transition from saving to spending can be scary. We help.


College Funding

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From Community to Ivy, we help you plan.

Insurance Planning

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Determine the Goldilocks amount of coverage for you and your family.

Company Benefits

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Salary is one component of your compensation. Are you maximizing the rest?

Company Stock
Decisions

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Equity awards can be lucrative and sometimes confusing. Talk to an expert.


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