Who We Are
Continuum Wealth Management is an independent, Fee-Only Financial Planning and Registered Investment Advisor (RIA) firm. We serve Scottsdale and the greater Phoenix area. Continuum Wealth Management was founded by CERTIFIED FINANCIAL PLANNER™ Craig Ritter. The firm is located at the Gainey Ranch Financial Center in Scottsdale, Arizona with an additional office in West Phoenix.
What We Do
We provide fiduciary, fee-only wealth management on an ongoing basis for pre-retirees and retirees. Our wealth management service is a combination of retirement planning, investment management and financial planning.
We design customized investment portfolios based on your goals, values, desires and objectives. As fiduciaries, we are obligated to put your interests first and take seriously our responsibility for managing your assets. We do not sell financial products or take commissions of any kind. We act as an advocate for our clients.
While important, your investment portfolio makes up only one piece of your financial "pie." We realize that having a complete understanding of your situation better allows us to manage your wealth. Financial planning is the ongoing pursuit of a variety of issues that will more fully maximize your overall financial situation. Financial planning is based on your needs and desires, but may involve retirement planning, retirement distribution options, estate planning, tax planning, wealth preservation, risk management, college funding and charitable giving.
How We Help You
Continuum Wealth Management brings all areas of your personal and financial life together into an actionable plan. We help you on your journey toward long-term financial success by:
- Creating a plan to get you from where you are now to where you want to be
- Helping you achieve your lifestyle and retirement goals
- Managing and coordinating your financial affairs, allowing you the opportunity to focus on those things most important to you (family, friends, personal interests, life goals, travel etc.)
- Helping you make good financial decisions
- Simplifying your financial life
- Providing financial peace of mind!
Financial Advisor | Phoenix | Scottsdale, AZ
Fee Only | Fiduciary | CFP®
We offer a complimentary, no obligation meeting to find out more about your needs,
describe our service, and see if our service is right for you.