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
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 (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.
A Kid's Place
Continuum Wealth Partners have been long time supporters of A Kid's Place. Their mission is to provide a safe, loving and nurturing home for foster children. We believe all children deserve a home-like environment to live and are driven to help further the efforts of A Kid's Place. Our team not only lends it's time through volunteering, but we also sponsor their Gala each year. This year we were the specialty drink sponsor. Our firm continues to look for ways to positively impact our community through activities that align with our values.
