In the meantime, get to know us a little bit more...
Our Story:
A continuum is a link between a series of things that blends into one another so effortlessly it’s impossible to say where one stops and another begins.
Wealth Continuum Group focuses on providing unrivaled access to best practices, resources and support for our partner firms who service individuals, families, employers and other target markets to obtain their financial goals. Our partner firms maintain their entrepreneurial independence, while they benefit from the intellectual capital and best practices of our leadership team to take their business to the next level.
We have created an environment that is focused on innovation, technology, intellectual capital and processes. This is the foundation for our advisers to reach results that they could have only previously imagined.
James Pierce
President
Clint Hall
Managing Director
Donna Rich
Chief Operating Officer
Kelly Andersen
Marketing Director
Skeff Bisset
Director of Adviser Development
Candace Straka
Compliance, CL&R Specialist
Susana Tompkin
New Business Director
Toni Fecteau
Director of Operations
John C. | Private Label: Caserta & de Jongh, LLC
"After 8 years with a large life insurance company focused on proprietary product sales, I was looking for a partner that would support my vision to develop a multi-family office providing my clients with comprehensive financial planning services.
I partnered with Wealth Continuum Group in 2012 after meeting and interviewing a number of potential partners large and small. What ultimately drew me to WCG was not only their dedication to helping me realize my vision of my ideal practice but their honesty. In an industry where the majority of companies embrace the “growth by attrition” mentality, meeting a group of professionals who are focused on the success of their advisors rather than product sales was a breath of fresh air. And they have always remained true to their word.
Since joining Wealth Continuum Group in 2012, they have helped me go from solo-practitioner renting a small office to a practice with 3 advisors and 3 support staff. And along the way they provided support for everything from company branding, marketing initiatives, training our new advisors, and even guiding us on the acquisition of two local firms. Wealth Continuum Group is dedicated to making your vision of your ideal practice become a reality."
Debra C. | Registered Representative with HTK
"I have been in the business for over 30 years and my biggest pain point in the industry was the sales and technology support. When I came to Wealth Continuum Group, they solved all of those problems. They offer a full suite of in-house support services to help develop business plans, a personal and completely customized website, an abundance of product knowledge and sales support.
The big reason I joined Wealth Continuum Group, was their managing partner, Jim Pierce. Him and his team has done nothing but support my business and what my vision of my practice is. Wealth Continuum Group offers the perfect blend of support and independence."
Jason W. | Private Label: Prime Financial Services
"I started in the business over 17 years ago when I joined my family's practice, Prime Financial Services, that was supported by Wealth Continuum Group. I have transitioned as the team leader and because of the support and guidance I gained from Wealth Continuum Group our team has grown from a 3 person firm to 7 advisers and are still growing!
They have helped provide me with a vision and the resources to build a successful business. At Wealth Continuum Group, they foster a creative and supportive environment for entrepreneurs to thrive. They put your business growth over theirs. This is very rare in this industry."
