Continuum Wealth Advisors Email Formats

Investment Management • Saratoga Springs, New York, United States • 1-10 Employees

Continuum Wealth Advisors Email Formats

Continuum Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@contwealth.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@contwealth.com	77.8%
{first name}{last name}	johndoe@contwealth.com	22.2%

Key Contacts at Continuum Wealth Advisors

Andrew Heuss

Director Of Strategic Growth

Patrick Kalish

Director Of Financial Planning

Timothy M. Smith

Ceo | Managing Partner

Timothy Smith

Chief Executive Officer

Company overview

Headquarters	18 Division Street, Ste 207B, Saratoga Springs, New York 12866, US
Phone number	+15185875303
Website	contwealth.com
NAICS	5231
SIC	628
Keywords	Insurance Planning, Retirement Planning, Investment Management
Founded	2010
Employees	1-10
Socials

About Continuum Wealth Advisors

Life is hectic. Your finances shouldn't be. Located in Saratoga Springs, NY, our firm is focused on simplifying the complexity of investing and personal finance to allow you to focus on what matters most. We pride ourselves in communicating regularly, in plain English, to ensure our clients understand that their money is in good hands. With over sixty years of combined wealth management experience, you can feel confident in the team that is in charge of your investments. Continuum Wealth Advisors, LLC (“Continuum") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Continuum Wealth Advisors has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Continuum Wealth Advisors has never raised funding before.

Continuum Wealth Advisors Tech Stack

Discover the technologies and tools that power Continuum Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

BDOW

Marketing automation

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

MailChimp

Google Analytics

Analytics

YouTube

Video players

cdnjs

CDN

Frequently asked questions

Continuum Wealth Advisors is located in Saratoga Springs, New York, US.

You can reach Continuum Wealth Advisors at +15185875303.

Continuum Wealth Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Continuum Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.