Fee-Only CFP® Retirement Financial Advisor Investment Management and Financial Planning Scottsdale and Phoenix

Your retirement journey....

You may feel like your retirement journey has become increasingly challenging in today's complex financial world.  There are obstacles around every turn:

  • Volatile markets
  • Increasing economic uncertainties
  • The media's mixed messages and so-called "experts"
  • Your current "financial advisor" who may be more focused on financial product
    sales/commissions rather than providing conflict-free, sound advice as a fiduciary

Retirement planning may feel more complicated and difficult than it's ever been.  How can you plan for your retirement dreams with all of these obstacles in your way?  Whether you're accumulating wealth for the future or in need of income while in retirement....we can help.

Who We Are

Continuum Wealth Management is an independent, Fee-Only Wealth Management Firm and Registered Investment Advisor.  The firm is located at the Gainey Ranch Financial Center in Scottsdale, Arizona with a satellite office near Goodyear in Avondale, Arizona.  Continuum Wealth Management was founded by Craig Ritter, CFP®.  We serve Scottsdale and the greater Phoenix area.

What We Do

We provide Fee-Only Wealth Management for affluent individuals and families.  Our wealth management service is a combination of investment management and personal 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.

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 net worth.  Personal financial planning is based on your needs and desires, but may involve retirement planning, estate planning, college funding, retirement distribution options, cash flow/saving strategies, wealth preservation and risk management.

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:

  • Protecting and growing your wealth
  • Helping you achieve your lifestyle goals
  • Simplifying your financial life
  • Providing financial peace of mind

 

Learn More About Us

 

Investment Management

Customized to your personal, unique situation

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Financial Planning

Looking at your entire personal and financial situation

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Affiliations CFP Phoenix