top of page

Meet our 190+ years of experience.

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 financial professionals to reach results that they could have only previously imagined.  



Penn Mutual


Invested in new technology through out our office space.


Transitioned to virtual platforms to help our financial professionals stay relevant in their market place.


National Legacy Group was founded


Rebranded to 

Wealth Continuum Group


Moved office locations where we now have Zoom Rooms, event space and an open concept office

Meet Our Team

James Pierce, President of Wealth Continuum Group

James Pierce


  • Grey LinkedIn Icon
Donna Rich, Chief Operating Officer Wealth Continuum Group

Donna Rich

Chief Operating Officer

  • Grey LinkedIn Icon

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.

Skeff Bisset, Director of Adviser Development at Wealth Continuum Group

Skeff Bisset

Director of Adviser Development

  • Grey LinkedIn Icon
Candace Kounter, Compliance, CL&R Specialist at Wealth Continuum Group

Candace Straka

Office Manager

  • Grey LinkedIn Icon
Susana Tompkin, New Business Director at Wealth Continuum Group

Susana Tompkin

Field Liaison Coordinator

  • Grey LinkedIn Icon
Toni Fecteau, Director of Operations at Wealth Continuum Group

Toni Fecteau

Technology Resource Specialist

  • Grey LinkedIn Icon
This is what makes us tick.
These values are embedded within our entire organization. How we do business with clients.  How we work with financial professionals 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. 

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


We are directly on the front lines of changing how the Financial Services industry operates.

advanced market.png

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


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


We embrace technology and would be lost without it. 

Social Media.png

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


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


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

Come Visit Us:

Wilton, CT Office:
187 Danbury Road, Second Floor
Wilton, CT 06897
(203) 966-2636
Ready to Get Started?
Get started on on building your own brand with our team of industry-leaders to create what you have been dreaming of. 
bottom of page