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2024 Barron’s Top 250 Private Wealth Management Teams
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). Fee Paid for use of logo. Learn More View Full Award Disclosures
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2024 Forbes Best-in-State Wealth Management Teams
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee Paid for use of logo. Learn More View Full Award Disclosures
Doing what you love is time well spent
You have meaningful goals. Our team can help you reach them. Our first step is to listen to you to understand where you are on your financial journey and where you want to go next.
Individuals & Family
Wealth management services for ultra-high net worth individuals and families.Learn More > |
Retirement Plans
Fiduciary Advisory Services for company retirement plans, non-profit organizations and governments.Learn More > |
Institutions
Prudent fiduciary advice, policy guidance, strategic counsel and mission-aligned investing.Learn More > |
Reinsurance
Advisory and Investment services for reinsurance companies.Learn More > |
We Take the Initiative to CommunicateA steadfast partner who’s continually anticipating the market and adjusting the strategy to meet your long-term goals.Learn More > |
Why Continuity Group of Wells Fargo Advisors?
Specialization and insight across all areas of wealth management with extensive backgrounds and experience. We utilize a team approach for seamless service. We offer unbiased advice based on in-depth research and best practices, not driven by meeting sales goals.
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
eMoney Advisor® — Connecting your money to what is important in your life
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
The LifeSync Approach
Wealth of your magnitude deserves — and demands — insightful advice with continual planning that empowers you to make financial decisions that align with your goals. My clients use the LifeSync approach to help maximize their wealth through real-time advice based on life’s ebbs and flows, paired with visual analysis that projects outcomes based on changes to their personalized wealth plan.
Our LifeSync approach provides an ideal way for us to have spirited collaboration and in-depth analysis to help review and manage your wealth through an all-encompassing lens.
How LifeSync Works
Our LifeSync approach provides an ideal way for us to have spirited collaboration and in-depth analysis to help review and manage your wealth through an all-encompassing lens.
- Uncover what motivates you (and why)
- Answer important questions to design investment strategies aligned with your goals
- Move towards life’s most important moments through cultivated, specialized guidance
- Explore multiple scenarios and their outcomes based on your circumstances at any moment
- Revisit your plan to address your ever evolving needs