Continuity Private Wealth: Detailed Company Information & Corporate Profile
Contact top employees from
Continuity Private Wealth
Summary
The business currently specializes in Financial Services area. The company has 1-10 employees. Register with SignalHire to connect with Continuity Private Wealth employees and management.
| Continuity Private Wealth Website | continuityprivatewealth.com |
| Phone Number | (267) 899-8120 |
| Industries | |
| Continuity Private Wealth Headquarters Address | 259 Veterans Lane, Doylestown, Pennsylvania, 18901 US |
| Company Size | 1-10 employees |
| Specialities & Services | Private Wealth Management, Financial Planning, Estate Planning, Tax Planning, Wealth Transfer, Legacy Planning, Philanthropic Planning |
| Founded | 2024 |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-07-13 |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
Continuity Private Wealth's workforce includes employees across a wide range of tenure levels.
100% have been with the company for 1 to 2 yearsContact top employees from
Continuity Private Wealth
Wendy FratrikChief Operating Officer, Senior Wealth Advisor
Jamie DebuqueManaging Partner, Private Wealth Manager
Aiden BaltzPrivate Wealth Advisor
Timothy BaltzManaging Partner, Private Wealth Manager
Kam GeigerWealth Management Associate
Lisa BaltzManager of Client Relations
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Continuity Private Wealth Corporate Information: FAQ
Continuity Private Wealth operates in the Finance industries. More details can be found on the official website: continuityprivatewealth.com.
Continuity Private Wealth has offices located in Doylestown, US.
The headquarters of Continuity Private Wealth are located in Doylestown, United States.
You can contact Continuity Private Wealth by phone at (267) 899-8120.
Continuity Private Wealth currently employs 1-10 people.
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