Continuum Wealth Strategies, LLC
Continuum Wealth Strategies, LLC (CRD# 169324) is a financial advisory firm headquartered in , . They manage $16,200,000 in 9 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$1,800,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Winter (CRD# 3086228) is an Investment Advisor Representative working at Continuum Wealth Strategies, LLC in Reston, VA and has over 9 years of experience in the finance industry. Jonathan Winter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.