About Us
What We Do
A Guide On Your
Life Journey.
Personalized investment management and estate planning services shape your wealth journey, offering confidence from wealth accumulation to preservation and multigenerational transfer.
Our firm was established in 1993 and evolved into Continuity Wealth Management in 2024. This new identity better reflects our belief: in all life's transitions, whether multi-generational wealth transfers, starting a new job, entering retirement, getting married, or welcoming a new child, smooth financial continuity is paramount.
Our lead advisor, Justin Curtiss, leverages his background as a Certified Financial Planner (CFP®) and experience as a former Estate Planning Attorney. While Justin no longer practices law, his expertise in estate planning uniquely positions him to assist clients with multi-generational wealth transfers, surviving spouses, clients with young children, as well as client serving in professional fiduciary roles like trustees and executors.
About Us
A Team That
Understands You
Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service. Our expertise is a testament to our commitment to your financial success.
Our approach centers around improving your financial situation and providing maximum benefits. We've established a client-centric process that begins with an initial meeting to gather background information and foster mutual understanding. A follow-up meeting lets us review the financial plan and discuss how we can best serve you. If you believe we're a good fit, we begin onboarding with our dedicated support staff. Regular quarterly portfolio review meetings ensure we stay updated on your investments, life changes, and general well-being.
We believe in transparency and comfort, not high-pressure sales tactics. We don't charge for initial meetings or financial plans; we aim to provide you with a clear picture of your current financial status. This approach lets you decide if you want our assistance without obligation. We prioritize fostering a healthy, long-term relationship with our clients, inviting them into a client-advisor partnership where their needs and interests always come first.
As part of your local community, we're dedicated to assisting you and future generations in building and preserving wealth. Your questions are our priority, your needs our focus, and your financial continuity our mission. Let us guide you on your wealth journey with confidence and peace of mind.
Justin Curtiss, J.D., CFP®
President/Advisor
Bill Baldwin, CLU, ChFC
Advisor
Anna Curtiss, IACCP®
Chief Compliance Officer & Chief Operations Officer
As Chief Compliance Officer and Chief Operations Officer, I have the privilege of harmonizing our firm’s operational excellence with the integrity of our compliance culture. Holding the Investment Adviser Certified Compliance...
Leann Hantze-Dickey
Client Service Specialist