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.

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Retirement Plans

Fiduciary Advisory Services for company retirement plans, non-profit organizations and governments.

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Prudent fiduciary advice, policy guidance, strategic counsel and mission-aligned investing.

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Advisory and Investment services for reinsurance companies.

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We Take the Initiative to Communicate

A steadfast partner who’s continually anticipating the market and adjusting the strategy to meet your long-term goals. 

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Why Continuity Group?

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.

Attentive Service

We take the initiative to communicate updates, and we’re always available to take your call.

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Our Unique Process

We want to start by creating an individualized wealth plan with your unique financial goals in mind. Envision® is our innovative process for listening to you so we can craft a customized investment plan for your life.

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