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 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. 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. 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.
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.
