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Continuity Wealth Management, Corp.

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Client assets under management

$209,028,260

Clients

270

29% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

135

Very High

Average account size

$774,179

About

Continuity Wealth Management serves individual and high‑net‑worth clients, as well as trusts, estates, pension and charitable organizations, managing about $214.3 million for roughly 270 clients. The firm provides discretionary portfolio management combined with comprehensive financial planning and also supports sub‑advised custom indexing via Orion and held‑away retirement account management through the Pontera platform.

Portfolios are tailored to client investment objectives and risk tolerance, typically using mutual funds and exchange‑traded funds with periodic rebalancing and at least quarterly reviews. Continuity delegates tax‑managed and custom indexing strategies to Orion while monitoring sub‑advisor recommendations, and financial planning is generally delivered as part of the AUM advisory relationship.

The brochure states the firm offers educational workshops and seminars for existing and prospective clients, a service described separately from its advisory engagements. In operations, the fee section’s reference to market value being used “not adjusted by any margin debit” suggests the firm may manage accounts that include margin or borrowed positions, and the firm leaves proxy voting authority with clients rather than voting on their behalf.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Tax-loss harvesting Divorce financial planning

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000+: Negotiable

Other

Account minimum: $100,000.00

Main office location

Continuity Wealth Management, Corp.

3605 Sw Multnomah Blvd.

Portland OR 97219, United States

Number of offices

1

Most active in

More info

Oregon · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 503-244-8905

Advisors at this firm

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user avatar

William B

ChFC®, Series 63, Series 65

Portland, OR

Continuity Wealth Management, Corp.

William Baldwin is a ChFC® with 37 years of industry experience, currently serving as an advisor at Continuity Wealth Management, Corp. in Portland, OR, where he has worked since 2011. Prior to and during his tenure at Continuity, he was associated with Cambridge Investment Research, Inc. He is also licensed as an insurance agent offering fixed insurance products. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm employs mutual funds, ETFs, and tax-managed strategies, utilizing a sub-advisory relationship with Orion Portfolio Solutions and distinctive operational tools like the Pontera platform.

Tax-loss harvesting Divorce financial planning
user avatar

Justin C

CFP®, Series 63, Series 65

Portland, OR

Continuity Wealth Management, Corp.

Justin Curtiss is a CFP® professional at Continuity Wealth Management, Corp. in Portland, OR, with six years of industry experience. His prior roles include positions at Cambridge Investment Research, Sustainable Wealth Management Inc., and Landerholm, P.S. Continuity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm offers customized portfolios that utilize mutual funds, ETFs, tax-managed strategies, and custom indexing through a sub-advisory relationship with Orion Portfolio Solutions.

Tax-loss harvesting Divorce financial planning
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