GET TO KNOW US
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.
2010
Joined
Penn Mutual
2018
Invested in new technology through out our office space.
2020
Transitioned to virtual platforms to help our financial professionals stay relevant in their market place.
1998
National Legacy Group was founded
2016
Rebranded to
Wealth Continuum Group
2019
Moved office locations where we now have Zoom Rooms, event space and an open concept office
Meet Our Team
James Pierce
President
Donna Rich
Chief Operating Officer
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
Candace Straka
Office Manager
Susana Tompkin
Field Liaison Coordinator
Toni Fecteau
Technology Resource Specialist
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 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.
Inspired
We do what we love and are connected to something greater than ourselves.
Innovative
We are directly on 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 transparent.
Tech-Crazy
We embrace technology and would be lost without it.
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.