Experience. Advice. Collaboration.

Helping you navigate the complexity that comes with significant wealth

At Continuum Wealth Advisors, we help successful founders, entrepreneurs, C-level executives and multigenerational families maximize the impact their wealth can have on their life, on the ones they love and the causes they care about.

Wealth management is not just a one-time event but a continuous journey that evolves over time. Our clients' financial needs and goals change as they move through different stages in their lives, and we are committed to providing comprehensive and personalized advice that meets those evolving needs. By embracing the concept of a wealth continuum, we aim to create a partnership with our clients that lasts a lifetime.

Our goal is to help you navigate the challenges and opportunities of your financial journey, from the accumulation of wealth, to its preservation and transfer to future generations. We realize that wealth is more than just dollars and cents. This is why we consider your overall financial life to understand how the decisions made to address current circumstances may impact your individual goals and values for you and your family.

Connecting you to the expansive global resources and insight of Private Wealth Management of UBS, we’ve never been better positioned to help our clients with significant wealth pursue their most important goals – from maximizing the value of their business to making a meaningful philanthropic impact to leaving a lasting family legacy for generations to come.

Our clients

Working with a range of clients and their complex financial lives, enables us to anticipate and address whatever challenges you may be facing. 

Guiding founders and business owners

Business transition and succession planning

Advising corporate executives

Shaping multigenerational family wealth

Our story

Meet Chris

Meet Andy

Insights and resources

Man looking in VR headset

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

The proof is in our numbers


Collective years of experience

As of 02/28/2023

6 person

seasoned team


Years in business as a team

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager