One Year Strong! Celebrating Continuity Private Wealth's Independence. A year ago, Continuity Private Wealth embarked on a new chapter as an independent firm, and what an incredible year it's been! We're so proud to celebrate this milestone and express our sincere gratitude to our clients, partners, and the entire community for their unwavering support. This past year has been a journey of growth, innovation, and deepening our commitment to providing personalized financial guidance. Becoming independent, backed by the robust resources of LPL Financial, has allowed us to offer an even higher level of service and tailor-made solutions to help our clients achieve their financial goals. We've been able to focus on what matters most: building lasting relationships and providing comprehensive wealth management strategies designed for your unique needs. We're incredibly excited about the future and look forward to continuing to serve you with the same dedication and expertise you've come to expect. Thank you for being a part of the Continuity Private Wealth Management family! Here's to many more years of success and prosperity together! ?? Cheers to one year! ?? #ContinuityPrivateWealthManagement #FinancialPlanning #WealthManagement #Doylestown #InvestmentServices #LoganInn LPL Financial Wendy Fratrik, CRPC? Aiden Baltz Timothy Baltz Jamie Debuque, CPFA?, CPWA?, CRPC? Lisa Baltz
关于我们
With more than 100 years of combined experience, we’ve built our reputation for dependability, transparency, and exceptional service one client at a time. Our investment ideology is conservative, and our strategy is simple: design a sound financial plan that supports your goals, then help you stick with it over the long term. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- 网站
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www.continuityprivatewealth.com
Continuity Private Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Doylestown，Pennsylvania
- 类型
- 私人持股
- 创立
- 2024
地点
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主要
获取路线
259 Veterans Lane
Suite 102
US，Pennsylvania，Doylestown，18901
Continuity Private Wealth员工
动态
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Welcome, Aiden Baltz
We’re excited to welcome Aiden Baltz to the Continuity Private Wealth family! Aiden is joining our team as a wealth advisor and brings a wealth of experience in investment banking and corporate strategy, as well as his passion for helping clients achieve their financial goals. We're thrilled to have him on board! Welcome, Aiden! #WelcomeToTheTeam #ContinuityPrivateWealth #FinancialAdvisor Timothy Baltz Wendy Fratrik, CRPC?Jamie Debuque, CPFA?, CPWA?, CRPC?
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We’re excited to welcome Aiden Baltz to the Continuity Private Wealth family! Aiden is joining our team as a wealth advisor and brings a wealth of experience in investment banking and corporate strategy, as well as his passion for helping clients achieve their financial goals. We're thrilled to have him on board! Welcome, Aiden! #WelcomeToTheTeam #ContinuityPrivateWealth #FinancialAdvisor Timothy Baltz Wendy Fratrik, CRPC?Jamie Debuque, CPFA?, CPWA?, CRPC?
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Albert Einstein once said, “The hardest thing to understand is the income tax.” Tax law is complicated and often changes, affecting how you manage your tax responsibilities. Luckily, financial professionals and tax guides can help you navigate these complexities to reduce your tax liability and lessen the stress of tax season. Download our tax planning guide: https://lnkd.in/enSkCFex #taxplanning #doylestown #financialadvisor
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Understanding the guidelines surrounding Required Minimum Distributions (RMDs) becomes crucial as we navigate the complexities of personal finance and retirement planning. For those who have inherited retirement accounts or are approaching their RMD age, the ten-year rule is a pivotal part of this financial landscape. Here are the ten things you need to know about it: https://lnkd.in/espnm_-g #Doylestown #10YearRules #ContinuityPW #FinancialAdvisor
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Are you looking to protect yourself from identity theft? This week Jan 27- Jan 31 is Identity Theft Awareness Week! The Federal Trade Commission (FTC) and its partners are hosting free webinars and events. You will learn how to recognize, prevent, report, and recover from identity theft. https://lnkd.in/eMNPUiwN #cybersecurity #Doylestown #BucksCounty #FinancialAdvisor
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Success and hard work go hand in hand; one cannot thrive without the other. Our quote of the week is from Joshua J. Marine. “Challenges make life interesting, and overcoming them makes life meaningful.” #Doylestown #FinancialAdvisor #ContinuityPW
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For the 2025 tax year, there are seven tax brackets for ordinary income. Learn more here: https://lnkd.in/e_ihyX57 #FinancialAdvisor #Doylestown #FinancialPlanning #Taxes2025
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Each year, tax season presents the challenge of filing your taxes accurately. Fortunately, there are several methods available based on your needs and the complexity of your situation. Whether you want to save money, maximize your refund, or seek professional advice, here are some options to help you choose an appropriate tax filing process. Learn more: https://lnkd.in/eyHjqK6E #Doylestown #FinancialAdvisor #2025Taxes
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Today, let's reflect on the profound words of Dr. Martin Luther King Jr.: "Faith is taking the first step even when you can't see the whole staircase." This serves as a reminder that taking the first step toward a brighter financial future can begin with seeking the advice of a financial advisor. #MLKDay #Doylestown #FinancialAdvisor
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