Patrick Kalish | CFP

Director of Financial Planning

I joined Continuum in 2025, bringing over eight years of experience in the wealth management industry. Throughout my career, I have searched for a firm that is client-focused, collaborative, and driven. I feel truly fortunate to be joining such a tight-knit team that embodies these values.

As Director of Financial Planning, I develop personalized financial strategies, assist with retirement planning, offer tax planning guidance, and monitor client progress toward their goals. I am a CFP® professional, a designation that reflects my commitment to ongoing education and always acting in our clients’ best interests. I also hold a Bachelor of Arts in Business Administration from Lycoming College.

As an Eagle Scout, I learned the value of being prepared. I bring that same mindset to financial planning. Helping our clients prepare for and achieve their financial goals and aspirations.

My goal is simple: to help you achieve yours.

When I am not working with clients, I love spending time with my wife, Alyssa. I also enjoy CrossFit, running, reading, and chess.

I would love to connect and learn more about your financial goals. Feel free to reach out at pkalish@contwealth.com

Patrick Kalish | CFP

Director of Financial Planning

I joined Continuum in 2025, bringing over eight years of experience in the wealth management industry. Throughout my career, I have searched for a firm that is client-focused, collaborative, and driven. I feel truly fortunate to be joining such a tight-knit team that embodies these values.

As Director of Financial Planning, I develop personalized financial strategies, assist with retirement planning, offer tax planning guidance, and monitor client progress toward their goals. I am a CFP® professional, a designation that reflects my commitment to ongoing education and always acting in our clients’ best interests. I also hold a Bachelor of Arts in Business Administration from Lycoming College.

As an Eagle Scout, I learned the value of being prepared. I bring that same mindset to financial planning. Helping our clients prepare for and achieve their financial goals and aspirations.

My goal is simple: to help you achieve yours.

When I am not working with clients, I love spending time with my wife, Alyssa. I also enjoy CrossFit, running, reading, and chess.

I would love to connect and learn more about your financial goals. Feel free to reach out at pkalish@contwealth.com

Patrick Kalish | CFP

Director of Financial Planning

I joined Continuum in 2025, bringing over eight years of experience in the wealth management industry. Throughout my career, I have searched for a firm that is client-focused, collaborative, and driven. I feel truly fortunate to be joining such a tight-knit team that embodies these values.

As Director of Financial Planning, I develop personalized financial strategies, assist with retirement planning, offer tax planning guidance, and monitor client progress toward their goals. I am a CFP® professional, a designation that reflects my commitment to ongoing education and always acting in our clients’ best interests. I also hold a Bachelor of Arts in Business Administration from Lycoming College.

As an Eagle Scout, I learned the value of being prepared. I bring that same mindset to financial planning. Helping our clients prepare for and achieve their financial goals and aspirations.

My goal is simple: to help you achieve yours.

When I am not working with clients, I love spending time with my wife, Alyssa. I also enjoy CrossFit, running, reading, and chess.

I would love to connect and learn more about your financial goals. Feel free to reach out at pkalish@contwealth.com

Offices

New York

18 Division Street
Suite 207B
Saratoga Springs, NY 12866

Florida

P.O. Box 113
Venice, FL 34284

contact

Phone: 518-583-4050
Fax: 518-587-5303
Email: info@contwealth.com  

Continuum Wealth Advisors, LLC is a Registered Investment Advisor registered through the Securities & Exchange Commission. Continuum Wealth Advisors, LLC is a proud member of the both the Saratoga County Regional Chamber of Commerce and the Adirondack Chamber of Commerce.

Past performance is not necessarily indicative of future returns and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed and a loss of principal may occur. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Continuum Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Continuum Wealth Advisors, LLC, a Registered Investment Advisor in the State of New York. Insurance products and services are offered through Continuum Wealth Advisors, LLC, as well. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of New York or where otherwise legally permitted.

© 2025 Copyright

Designed by Slices.Design

Offices

New York

18 Division Street
Suite 207B
Saratoga Springs, NY 12866

Florida

P.O. Box 113
Venice, FL 34284

contact

Phone: 518-583-4050
Fax: 518-587-5303
Email: info@contwealth.com  

Continuum Wealth Advisors, LLC is a Registered Investment Advisor registered through the Securities & Exchange Commission. Continuum Wealth Advisors, LLC is a proud member of the both the Saratoga County Regional Chamber of Commerce and the Adirondack Chamber of Commerce.

Past performance is not necessarily indicative of future returns and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed and a loss of principal may occur. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Continuum Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Continuum Wealth Advisors, LLC, a Registered Investment Advisor in the State of New York. Insurance products and services are offered through Continuum Wealth Advisors, LLC, as well. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of New York or where otherwise legally permitted.

© 2025 Copyright

Designed by Slices.Design

Offices

New York

18 Division Street
Suite 207B
Saratoga Springs, NY 12866

Florida

P.O. Box 113
Venice, FL 34284

contact

Phone: 518-583-4050
Fax: 518-587-5303
Email: info@contwealth.com  

Continuum Wealth Advisors, LLC is a Registered Investment Advisor registered through the Securities & Exchange Commission. Continuum Wealth Advisors, LLC is a proud member of the both the Saratoga County Regional Chamber of Commerce and the Adirondack Chamber of Commerce.

Past performance is not necessarily indicative of future returns and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed and a loss of principal may occur. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Continuum Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Continuum Wealth Advisors, LLC, a Registered Investment Advisor in the State of New York. Insurance products and services are offered through Continuum Wealth Advisors, LLC, as well. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of New York or where otherwise legally permitted.

© 2025 Copyright

Designed by Slices.Design