Saratoga Springs’ Stephen Cutting (CPA) and David Rath (CFA) Join Continuum Wealth Advisors.
Exciting additions to local firm leapfrogs competition by increasing services, expertise and client wealth management experience.
Saratoga Springs, NY, January 15, 2021 -- Timothy Smith, CEO of Continuum Wealth Advisors (www.contwealth.com) based in Saratoga Springs, NY is pleased to announce two exciting hires: Stephen Cutting, CPA as Vice President Investment Advisory Services and David Rath, CFA as Director Portfolio Strategies. Both Cutting and Rath were most recently members of the senior wealth management team at Bouchey Financial Group, also in Saratoga Springs.
Smith said, “The simultaneous hiring of Stephen Cutting, a trusted hands-on wealth advisor, CPA and tax strategist; and David Rath, a CFA Charterholder and an experienced portfolio analyst with an intense passion for research, managing risk and customizing investment decisions, will exponentially increase the scope and depth of services that Continuum can offer to its clients.”
Stephen Cutting has served Capital Region clients for 25 years, as a CPA, tax advisor and wealth management professional at KPMG, The Ayco Company and Bouchey Financial Group. Stephen is a graduate of RPI and Siena College.
David Rath is a Chartered Financial Analyst (CFA) and graduate of Binghamton University with a Bachelor of Science in Financial Economics. David has over a decade of progressive work experience at local firms, including The Ayco Company and Bouchey Financial Group.
Smith continued, “I’m thrilled to welcome Stephen and David to the firm. It is unprecedented for a firm this size to have the breadth of wealth management expertise that these gentlemen can deliver. This unique opportunity to build our practice and expand the services that we offer our clients is both personally and professionally rewarding.”
Cutting commented, “David and I share Tim’s philosophy that wealth management clients, both large and small, deserve a trusted advisor who delivers customized strategies, advice and purposeful execution. I am excited to be a part of a boutique firm where I can focus on my analytical strengths and attention to detail, which will allow me to continue to deliver the personal and proactive tax and financial planning services to clients of Continuum Wealth.”
Continuum Wealth Advisors, LLC provides integrated financial management services to individuals and families, as well as small business owners. As an independent planning firm, CWA has positioned themselves so that the financial instruments they utilize are wide ranging - from traditional investment vehicles and disciplined separate money management platforms to structured insurance products. This ensures that no matter the financial vehicle utilized; they are able to choose from the best in class.
Continuum Wealth Advisors, LLC is a Registered Investment Advisor registered through the Securities & Exchange Commission. Continuum Wealth Advisors, LLC is a proud member of both the Saratoga County Regional Chamber of Commerce and the Adirondack Chamber of Commerce.