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Guiding financial journeys

for generations

  • Wealth Management

  • Financial Planning

  • Tax Preparation & Planning

Start Your Journey Here

Whatever your goals, we can help you get there.

Continuum Wealth Advisors simplifies every aspect of financial planning for individuals, families, and businesses through independent, customized solutions that meet your needs of today and your aspirations for generations to come.

Located in Saratoga Springs, NY, our clients are our neighbors and colleagues - each with unique goals and needs. From first-time investors to seasoned executives. From generational portfolio planning to business tax advising. We focus our decades of experience on creating customized, bespoke wealth management solutions for every client.

As an independent planning firm, we use a wide range of best-in-class tools from the country's leading institutions. This ensures your financial plans are crafted based on your goals and needs - not on a pre-determined formula.

Our team of tenured financial professionals bring decades of corporate and private experience spanning financial planning, wealth management, tax planning, retirement, insurance, corporate planning, and executive compensation advising.

Our experience guides our strategy, but our insights and relationships set us apart.

We’d love to meet you. We’re here to help you achieve what matters most.

Contact Us

Comprehensive and independent financial, wealth, and tax advisory services

Financial advisors for generations

Comprehensive financial planning services

A full range of wealth, tax, insurance, retirement, and business services.

Wealth advisors Saratoga Springs New York

Unbiased perspective

Independent registered investment advisor (RIA) with cutting-edge services.

Tax and Insurance Advisor

Insights and experience

Combining deep experience with transparent and timely insights.