Continuum Wealth Management is an independent, Fee-Only Financial Planning and Registered Investment Advisor (RIA) firm. We serve Scottsdale and the greater Phoenix area. Continuum Wealth Management was founded by CERTIFIED FINANCIAL PLANNER Craig Ritter. The firm is located at the Gainey Ranch Financial Center in Scottsdale, Arizona with an additional office in West Phoenix.
We provide fiduciary, fee-only wealth management on an ongoing basis for pre-retirees and retirees. Our wealth management service is a combination of retirement planning, investment management and financial planning. We design customized investment portfolios based on your goals, values, desires and objectives.
We provide fiduciary, fee-only wealth management on an ongoing basis for pre-retirees and retirees. Our wealth management service is a combination of retirement planning, investment management and financial planning. We design customized investment portfolios based on your goals, values, desires and objectives.
Services
We are fiduciaries. We act as advocates for our clients. We are legally required to manage your affairs as if your money was our money. This means your interests are put ahead of ours. Your broker or bank investment consultant does not typically have this fiduciary responsibility. We are "Fee-Only."
You've made some good decisions and done some good things to get where you are now financially. You want to make sure your portfolio is managed in a way that will allow it to grow and support your lifestyle needs in the future. You want to be confident you'll make the right retirement planning and financial planning decisions to put you on track for a solid future.
Most clients hire Continuum Wealth Management for the management of their assets, but over time clients come to understand the significant value in these ongoing, non-investment oriented services. Financial planning is not a static event, but rather a dynamic journey that must be evaluated regularly.
Continuum Wealth Management's primary investment methodology is strategic asset allocation. We utilize a global investment strategy to create customized, diversified portfolios with the goal of providing less volatile, risk-adjusted returns in a long-term, tax-efficient manner. The core of our asset allocation approach is structured with low-cost index mutual funds and ETFs (Exchange-Traded Funds).
We will help you answer these difficult questions and provide you with a detailed retirement projection illustrating year by year whether you are on track to meet your goals. For those nearing retirement or in the retirement phase of life, we will provide you with a strategy to create a "retirement income paycheck" through the coordination of your financial resources (Social Security, pension, investments accounts etc.)
Reviews (1)
Caron Kipping
Jun 08, 2020
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Positive: Professionalism, Quality, Responsiveness
Taisha has helped a couple of my clients through my work as a Divorce Coach. The feedback has been excellent - Taisha has explained their finances clearly, simply and given them clarity so they can start to understand what their financial future looks like after divorce.
Taisha has helped a couple of my clients through my work as a Divorce Coach. The feedback has been excellent - Taisha has explained their finances clearly, simply and given them clarity so they can start to understand what their financial future looks like after divorce.
