Who we are
Continuum Wealth Management is an independent, Fee-Only Financial Planning and Registered Investment Advisor (RIA) firm serving Scottsdale and the greater Phoenix area. We empower individuals to achieve their financial goals through personalized wealth management, investment management, and comprehensive financial planning.
Our Founder and CEO
Craig Ritter, a CERTIFIED FINANCIAL PLANNER (CFP) with 18 years of experience, founded Continuum Wealth Management. Driven by a passion for financial clarity and objective guidance, Craig guides clients through every step of their financial journey.
Our Values
- Integrity: We are fiduciaries, held to the highest ethical standards of professional conduct.
- Transparency: We provide clear and concise communication, explaining our process and fees in an understandable way.
- Client-centered: We prioritize your financial goals and interests above all else.
- Collaboration: We work alongside you, utilizing a team approach to offer comprehensive financial guidance.
What we do
We offer a holistic approach to wealth management, encompassing:
Financial Planning
- Comprehensive goal setting and financial analysis
- Retirement planning and distribution strategies
- Estate planning and tax optimization
- Risk management and insurance review
- Lifestyle and financial balance
Investment Management
- Customized portfolio construction based on your risk tolerance and investment goals
- Monitoring and rebalancing your portfolio for optimal performance
- Access to leading investment platforms and low-cost funds
Retirement Planning
- Comprehensive analysis of your retirement accounts and contributions
- Maximizing employer-sponsored plans
- Planning for post-retirement income and longevity
Our Commitment
Continuum Wealth Management is committed to providing:
- Personalized attention: We take the time to understand your unique financial situation and goals.
- Tailored solutions: We design customized plans based on your individual needs and aspirations.
- Open communication: We provide clear and regular updates on your portfolio performance and financial plan.
Let us guide you towards financial clarity and security. Contact us today for a complimentary consultation and learn how we can help you achieve your financial goals!
Taisha's Financial Expertise Praised
Taisha has received exceptional feedback from clients who have worked with her, particularly in the context of divorce coaching. Expertise in Financial Planning is one of her standout strengths, as clients have praised her ability to explain complex financial information in a clear and simple manner. This clarity has empowered individuals to gain a better understanding of their financial situation and future prospects.
Clear Communication
Taisha's ability to clearly communicate complex financial information is a key factor in her success. Her clients have appreciated her efforts to simplify complex concepts, making it easier for them to navigate their financial future. This level of communication has been particularly important for individuals going through a divorce, who may be feeling overwhelmed and uncertain about their financial situation.
Positive Results
The results of Taisha's work have been overwhelmingly positive, with clients reporting excellent feedback and a sense of clarity and understanding about their financial future. Her expertise has been instrumental in helping individuals achieve a sense of financial stability and security, even in the midst of significant life changes.
