SARATOGA SPRINGS — Continuum Wealth Advisors, an SEC-registered investment advisor with offices in Saratoga Springs, has announced the addition of James T. Cox, CFP®, ChFC®, BFA™ to the firm’s wealth management team.
James has been working in the financial industry for more than 12 years and is excited to bring his skillset to a fast-growing firm. As a Certified Financial Planner™, he provides clarity to his clients’ financial lives.
“I am excited to join one of the premier boutique financial planning firms in the Capital District. I am impressed with the passion, knowledge, and experience that Tim, David, and Jen use to serve their clients. I believe my experience and focus on financial planning will be a strong fit with this firm that will help propel us forward,” Cox said about the move.
“We are very excited to welcome James to Continuum Wealth Advisors. With James joining our team, we will be able to expand the scope of our services and help more families in the Capital District,” said Tim Smith, who founded Continuum Wealth Advisors in 2010.