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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...

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.

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.

James Pierce

President

Clint Hall

Managing Director

Donna Rich

Chief Operating Officer

Kelly Andersen

Marketing Director

Skeff Bisset

Director of Adviser Development

Candace Kounter

Compliance, CL&R Specialist

Susana Tompkin

New Business Director

Toni Fecteau

Director of Operations

Our Values

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.

Inspired
We do what we love and are connected to something greater than ourselves.

Innovative
We are directly in the front lines of changing how the Financial Services industry operates

Entrepreneurial
We are leaders and self-starters who are not afraid to fail.

Authentic
We are not perfect and we don't pretend to be. We are always honest and as transparent as we can be.

Tech-Crazy
We embrace technology and would be lost without it. Constantly looking for ways to help our advisers grow their business.

Grateful
Grateful for the community we have created. We are a family.

Driven
We believe in what you are trying to accomplish and want to help you get to the next level.

Together
We have assembled the dream team of Financial Services. We know we are stronger together.

More on Why Our Values Matter

Our Community

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!

Rugger Plunge

We have taken the plunge for the last three years in the Long Island sound and have raised over $10k for local nonprofits.

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Rugby is Life

We support local Rugby organizations through being their biggest fan on and off the pitch.

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MyWorth

Helping bridge the confidence gap between women and their money.

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Firm Sponsored Events

Hold both social and professional events that happen on a monthly basis to bring our group together.

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Business Services