Experience. Advice. Collaboration.

Helping you navigate the complexity that comes with significant wealth

Private Wealth Management

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

The access and opportunities of Private Wealth Management.

You. Connected.

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will value, we believe connection is the key to transforming ideas into actions. As a UBS Private Wealth Management team, we are well positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support that can help you achieve your most important goals.

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

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager