Start Your Journey with Us.
Whether you are looking for a career or a Financial Adviser,
we can be your guide on that journey.
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In the meantime, get to know us a little bit more...
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.
Meet Our Team
We believe everyone can be a trailblazer, and we are building that mentality into our culture and organization. Together, we are embracing the forever changing landscape of the world around us and are using all of the technology at our disposal to transform our firm, our advisers and, hopefully, the entire Financial Services industry. We are extremely proud of the talent on our team. We are thriving under the guidance and leadership of some of the brightest minds and most experienced professionals in the business.
Meet the people who are responsible for this change and are being trailblazers in their own way.
Chief Operating Officer
Director of Adviser Development
Compliance, CL&R Specialist
New Business Director
Director of Operations
"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."
"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."
"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."
This is what makes us tick. These values are embedded within our entire organization. How we do business with clients. How we work with advisers to grow their business. Even how we hire our interns. We are looking to work with people who share the same sense of values as we do.
InspiredWe do what we love and are connected to something greater than ourselves.
InnovativeWe are directly in the front lines of changing how the Financial Services industry operates
EntrepreneurialWe are leaders and self-starters who are not afraid to fail.
AuthenticWe are not perfect and we don't pretend to be. We are always honest and as transparent as we can be.
Tech-CrazyWe embrace technology and would be lost without it. Constantly looking for ways to help our advisers grow their business.
GratefulGrateful for the community we have created. We are a family.
DrivenWe believe in what you are trying to accomplish and want to help you get to the next level.
TogetherWe have assembled the dream team of Financial Services. We know we are stronger together.
Our community means the world to us. We have created vital relationships within our community that have given us a bigger purpose for what we do on a daily basis. From our in-house parties to networking events, we constantly have events and activities going on in the office for our advisers and staff to attend.
Take a look at some of our previous events, and we believe you will want to RSVP to the next one!
We have taken the plunge for the last three years in the Long Island sound and have raised over $10k for local nonprofits.
Rugby is Life
We support local Rugby organizations through being their biggest fan on and off the pitch.
Helping bridge the confidence gap between women and their money.
Firm Sponsored Events
Hold both social and professional events that happen on a monthly basis to bring our group together.