Continuity Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Continuity Wealth Management — overview

About

Continuity Wealth Management is an US-based wealth manager. It provides investment advisory services to its clients on both discretionary and non-discretionary bases. The services it offers include financial analysis and planning, investment management, portfolio management, project planning, trust account management, estate planning, insurance planning, education planning, cash flow management, divorce planning, retirement planning, and wealth management. The wealth manager advises individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.

Continuity Wealth Management - known decision makers (2)

Contact Name	Position	Location	Email	Telephone	Asset Class
	President	Portland, US			GEN
	Financial Advisor	Portland, US			GEN

Showing 2 of 2 known decision makers Continuity Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo