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Multi-Generational Wealth Planning for Families and Businesses

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.

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We have one of the best teams around

Continuum Wealth Partners has been recognized by Forbes as one of the 2025 Best-in-State Wealth Management Teams. In addition, James Erb has been named one of the Best-In-State wealth advisors. Both James Erb and Rob Cox have also been recognized as top financial security professionals. 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.

Forbes Best-In-State Wealth Management Teams 2025
Forbes Best-In-State Wealth Advisors 2024
Forbes Best-In-State Wealth Award 2023
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Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/2024. Forbes "Best-in-State Wealth Advisors" list (April 2024,2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of June 30th of the preceding year. Forbes Best-in-State Top Financial Security Professionals list (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2022. 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.

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