Continuum Wealth Advisors, LLC
Continuum Wealth Advisors, LLC is a Registered Investment Adviser headquartered in Saratoga Springs, New York. Founded in 2011, the firm employs 5 professionals, primarily investment advisers, and specializes in fee-based financial planning and investment advisory services. It serves pre-retirees and retirees across the United States, helping clients build financial security through customized retirement, tax-reduction, and income planning strategies.
Investment Strategy
Continuum Wealth Advisors takes a proactive approach to financial management, focusing on active protection of investments during market downturns, strategic tax minimization, and tailored income distribution strategies. Their philosophy emphasizes individualized planning to address each client's unique needs and goals, working to reduce financial stress and create reliable income streams for retirement. The firm strives to integrate investment, insurance, and estate planning while remaining responsive to market volatility and economic challenges.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CAOS | EA SERIES TRUST | 13.21% | $27.5M | 309,757 | $86.92 | $88.84 | +$239.1K |
A AVUS | AMERICAN CENTY ETF TR | 12.64% | $26.3M | 261,110 | $75.16 | $100.82 | -$3.4M |
I IVV | ISHARES TR | 11.95% | $24.9M | 40,090 | $491.25 | $620.90 | -$4.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.57% | $15.8M | 276,564 | $52.30 | $57.01 | +$5.1M |
D DFCF | DIMENSIONAL ETF TRUST | 7.29% | $15.2M | 359,403 | $41.97 | $42.26 | +$709.8K |