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Frequently Asked Questions
Are you a fiduciary?
Yes. Our firm made the pivotal decision to operate as an independent advisory firm to better ensure our clients receive the most unbiased, tailored advice. By choosing independence, we have eliminated conflicts of interest that can arise in traditional financial institutions. This means we can focus solely on what matters most: your unique goals and aspirations.
Who are NewEdge Advisors?
Continuity Wealth Group operates as an independent practice supported by NewEdge Advisors. The NewEdge Advisors platform provides access to various capabilities and resources, including investments, custody, technology, research and more.
What is your relationship to Charles Schwab?
Charles Schwab is the primary custodian for Continuity Wealth Group. Having an institutional custodian provides our clients with transparency on investment performance, fees, and transaction activity, all with the benefits of institutional accounts.