CEO MONTHLY / ISSUE 11 2023 7 Most Influential Investment Management CEO 2023 - New York Continuum Wealth Advisors, LLC (Continuum) is a comprehensive wealth management company covering investments, retirement planning and financial organization. Based in Saratoga Springs, New York, the company consists of a team of seasoned wealth management professionals, led by Managing Partner and CEO, Timothy M. Smith. Timothy M. Smith, AAMS (Accredited Asset Management Specialist) is the CEO of Continuum Wealth Advisors, LLC. He has extensive industry experience tracking more than 30 years and is confident that there are few situations he hasn’t been exposed to, and little in terms of financial and investment management of which he can’t be of assistance. His many years of experience have allowed him to gain an overall sense of the bigger picture and propose solutions for clients that focus on what matters the most to them. Tim has built a team around him that enables Continuum Wealth Advisors to successfully handle all financial matters under one roof. This ranges from investment management strategies to comprehensive financial planning. Everything is covered in house by dedicated, knowledgeable and helpful financial experts. Continuum Wealth Advisors not only handles the investment management and planning strategies in house, if needed, it also coordinates with other professional advisors to ensure all aspects of a person’s financial life are addressed and in sync. Continuum is able to expertly and efficiently handle the requirements of a client’s investment environment, significantly reducing their financial stress. “Investments represent the cornerstone of any financial plan. Our job is to develop a comprehensive investment strategy while providing comfort through clarity for our clients. If someone doesn’t understand what we’re doing and why, we haven’t done a good job. As investment managers, our commitment to clients is that we will always act in a fiduciary capacity. Building strong relationships is about trust, clear communication and respect. Everything this firm does uses those three pillars as a guide for how we conduct business and interact with our clients. Clarity is key, so while we actively manage our portfolios, we regularly communicate our thoughts and any changes we make to our portfolios so that our clients are never in the dark.” Concerning investment management, the company aims to harness the longterm growth potential of stocks and bonds for clients, while being aware of the inherent risks involved, and working to avoid serial underperformers. It has an overall goal to provide value, which is achieved through the constant monitoring of the markets, and by making prudent tactical decisions when appropriate. Likewise, when it comes to retirement planning, Continuum will be there to ease the journey. It works with clients to answer the big questions, such as when they can retire, and how much they can afford to draw from their investments each month. With regards to financial coordination, Continuum wants to make sure that every dollar in its clients’ pockets is being leveraged correctly to serve the best purpose. It helps to organize assets, identify opportunities, and strategize effectively to produce the best outcomes for its clients’ money. The company is adamant that advice without implementation is a wasted opportunity, and so it ensures it steps in as the customer’s personal financial advocate to provide encouragement, accountability, and get them exactly where they need to be. Every aspect of a person’s financial life is important, so “leaving no stone unturned” is a phrase you hear often with the firm. As a registered investment advisory firm (RIA), the professionals at Continuum are independent and not tied to any one particular investment, strategy or custodian. This allows an unbiased approach to constructing investment portfolios. The primary focus of the whole team at Continuum is very simple: to make life easier for its valued clients. As CEO and Managing Partner, Tim oversees Continuum’s strategic vision while being the lead advisor for managing clients’ portfolios. His clientele includes high net worth individuals and successful businesses, with a strong emphasis on professional physician practices. His focus is always aimed squarely at addressing the unique financial needs of each client, which is what has helped him to develop a thoughtful yet structured decision-making process. He also credits his upbringing as something he draws upon. “I was taught at a young age to always be humble and honest.” – Traits he uses daily with his clients. Tim earned his Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in Jan 2004. He attended Memphis State University in Memphis, Tennessee, and The College of St. Rose in Albany, New York. Tim is a member of both the Financial Planning Association and the IMCA (Investment Management Consultants Association), and he also holds a Series 66 securities license, and an NYS Life, Accident and Health Insurance license. The incredible work Tim has been doing, and has encouraged his team to achieve, has now been recognized with a prestigious award as the Most Influential Investment Management CEO 2023 - New York. This title is a huge honour for the man and his company, who are both having a significant impact on the lives of so many grateful people. Company: Continuum Wealth Advisors, LLC Web Address: https://contwealth.com/ Contact Name: Timothy Smith Apr23017
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