Building Lasting Relationships and Continuous Wealth
Your financial decisions affect your life, your relationships, and the people and causes you care about. At Continuity Wealth Group, we will help you create a plan, build a support team, and manage an investment portfolio that all remain consistent with your values.
Who We Serve
Continuity Wealth Group serves a broad range of clients: from successful professionals and entrepreneurs, to wealthy families and individuals, to corporations and non-profits. Despite their varying locations and backgrounds, what all of our clients have in common is a desire to streamline the complexity that comes with wealth, relying on our experienced team to provide structure and effectiveness in their financial decision-making.
Families
Managing the responsibilities of family wealth is risky, difficult, and time-consuming.
We’re here to support you with your financial and investment plans while coordinating with your family and outside advisors.
Individuals
None of us, no matter how successful, can do everything ourselves. We all need a support team.
We will be there as you navigate life’s transitions, offering a sounding board and experienced perspective.
Corporations
& Non-Profits
Schedule a Conversation
Our discovery process starts with a 15-minute phone conversation.