We Can Help You
As a boutique financial services and employee benefits firm it’s important that who you are and what you do is a match to our expertise.
- You like the idea of a multi-family office, but don’t want to have all your eggs in one basket and looking for a more custom solution to work within your current structure and relationships
- You wear many hats – business owner, family legacy keeper, inter-generational wealth coordinator, spouse, parent, and provider.
- You fall into High Net Worth or Ultra High net worth ranging from $10 million to $200 million
- Interested in making the most of your time, saving money, tax expenditures and advisor fees
- My business is a major source of my wealth
- Income from $150,000 to $700,000
- I am looking for cost and tax saving strategies
- I have between 5 and 500 employees and revenue is between $5 to $50 million
- I have an established and demanding career
- I am accumulating wealth and require strategies to make my money work for me effectively
- I earn an income of $100,000 to $500,000 and would like to reduce my taxes
- I have investable assets of $100,000 to $2 million
- I am currently retired or will retire within five years
- I want my investments to last as long as I do
- I want a professional managing my investments so I can relax and enjoy my retirement years
- I have investable assets between $250,000 and $2 million
- I value my employees
- I would like to reduce in-house employee benefit administration
- I am responsible for 5 to 500 employees
- I am concerned about rising benefits costs
82% of clients have been with us over 5 years with more than half 15 + years2019 Client Survey
Like the idea of a truly expert level full concierge services when it comes to all your financial relationships, from Banking to Investment Advisors, Lawyers to Accountants, including full service for your entire family.
Do You Value
Because one size does not fit all, we tailor everything we do to your specific needs.
Relationships matter to you, they matter to us. You’ll never feel like a number here.
Your life is multifaceted and so is our expertise, knowledge and experience.
Team Of Experts
With a breadth and depth of knowledge you get answers without waiting.
If Your Way Is A Match To Our Way.Let's Talk
We love to share! Below you’ll find tools and information you might find beneficial on your financial wellbeing journey. That being said, there’s no need to go it alone, we are here to help. So take a look, see what’s of interest, call us or send an e-mail and we’d be happy to share it and talk about it. Personal and professional – it’s a winning combination that keeps our clients referring people like you. That’s the Continuum II way.
Let Us Do The Work
With checklists and worksheets we’ve got you covered, ask us for any one of the following documents.
Financial Planning Checklist
Personal Records Organizer
“Exceptional team that is truly client oriented. They stay true to their goal of making things simple and are always there to graciously help with questions along the way. Grateful knowing we are in good hands.”A.N. - March 2021