Continuum Wealth Advisors, LLC

Timothy Smith is a financial advisor at Continuum Wealth Advisors, LLC in Venice, FL, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously owned and operated Continuum Tax Advisors, a separate tax-preparation business. He is also an independent insurance agent for various companies. Continuum Wealth Advisors is a four-advisor team providing investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a fundamental-analysis approach with a long-term orientation and integrates portfolio construction, asset allocation, and financial planning in its services.

Benjamin Guerin is a financial advisor at Continuum Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Continuum Wealth Advisors in two separate periods, as well as at Fleet Feet. Continuum Wealth Advisors provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a fundamental-analysis approach with a long-term orientation, managing client assets primarily on a discretionary basis, and integrates portfolio construction, asset allocation, and financial planning in its services.

Jennifer Henry is a financial advisor at Continuum Wealth Advisors, LLC in Saratoga Springs, NY, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has been with Continuum Wealth Advisors since 2010. Henry also supports a related tax-preparation business that provides back-office services. Continuum Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary investment management, financial planning, and fiduciary services. The firm uses a fundamental-analysis approach with a long-term orientation and integrates portfolio construction, asset allocation, and planning in its wealth management services.

Andrew Heuss is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Continuum Wealth Advisors, LLC and has held prior roles at firms including Modelist Inc., BHM Capital, Advisor Ascension, and Foundations Investment Advisors LLC. Continuum Wealth Advisors provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a fundamental-analysis approach with a generally long-term orientation and combines portfolio construction, asset allocation, and planning recommendations as part of an integrated wealth management engagement.

David Rath is a CFA® charterholder with 12 years of industry experience. He is currently with Continuum Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Bouchey Financial Group, Wealth Advisory Group, and Northwestern Mutual Investment Management. He is also the owner of a tax advisory business affiliated with his firm. Continuum Wealth Advisors provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a fundamental-analysis approach with a long-term orientation, offering discretionary investment management and integrated financial planning.

Patrick Kalish is a CFP® with nine years of industry experience. He has worked at Continuum Wealth Advisors, LLC since 2025 and previously spent nine years at The Vanguard Group, Inc. Continuum Wealth Advisors provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a fundamental-analysis approach with a long-term orientation, managing most client assets on a discretionary basis while integrating portfolio construction, asset allocation, and financial planning.