Trust. Accountability. Transparency. Partnership.
Continuum Wealth Partners
Our highly credentialed planning team is built to provide our clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.
We have one of the best teams around
The Financial Times has recognized James Erb as one of the top defined-contribution retirement plan advisors and Forbes has named him a Best-In-State wealth advisor. Forbes has also recognized Robert Cox as a top financial security professional. Many thanks to our hardworking team here at Continuum Wealth Partners, our incredible clients and partnership with Northwestern Mutual. We couldn’t have done it without you.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.
Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021.
The Financial Times “401 Top Retirement Advisers” list, (October 2020). Listing is produced annually by the Financial Times.
Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022.
Community Highlight
Long-time supporters of ZooTampa, Jim and Helen Erb will represent Continuum Wealth Partners when they serve as the chairs of Karamu Gala in 2023. The highly anticipated 35th anniversary of Karamu, ZooTampa’s premier gala, is on Saturday, April 1, 2023. Funds raised at Karamu directly support the Zoo’s animal care, education, and conservation initiatives. Each year, this black-tie event features an unforgettable evening of fine cuisine, live entertainment, auctions, and up-close encounters with amazing animals. It’s a distinctive opportunity to support the mission of a world-class leader in wildlife conservation.
"We are enthusiastic and honored to chair this special 35th anniversary event. We recognize the value our Zoo plays in providing the Tampa Bay area with safe and highly engaging outdoor family experiences with nature which boost mental health and provide connections with wildlife," stated the Erbs. "We look forward to coming together to celebrate and support the Zoo’s mission to rescue, rehabilitate and care for animals in Florida and throughout the world."
To learn more about Zoo Tampa and the Karamu Gala visit: Karamu - ZooTampa at Lowry Park
