Continuum Wealth Advisors is excited to re-join ARCC. Our team, led by Timothy Smith, AAMS, offers customized advisory services to individuals and families, in addition to working with business on their retirement plans. Tim is happy to announce the addition of a new advisor, C. Jerome Mopsik to the team and our opening for new clients to join our family.
Jerome is the Director of Advanced Planning, responsible for both special business operations projects as well as working with individual and business advisory clients. His passion for saving, investing and helping his clients achieve their goals through a focused customized approach is what sets him apart.
Jerome attended Skidmore College in Saratoga Springs, NY, where he earned a Bachelor of Arts and graduated with honors; double majoring in Economics and Business Administration. Working locally for more than 12 years in settings across high net worth family offices as well as insurance and finance, he adds a depth of experience to the team. Living in downtown Saratoga Springs, with his wife Emily who is a second grade teacher, Jerome is an active volunteer with both Skidmore College and Temple Sanai in Saratoga Springs.
A member of the Financial Planning Association and its local Northeastern New York chapter, Jerome has also held a Series 7 and currently holds a Series 66 Securities license. He is most proud to be an independent registered investment advisor, only allied to his clients, acting in a fiduciary capacity at all times and looks forward to the opportunity to help you or your business with any financial planning needs. Jerome can be reached at CJMopsik@contwealth.com
Please join me and my team in congratulating Jerome on joining our firm!
Timothy M. Smith, AAMS
Director, Investment Advisory Services & CEO
Continuum Wealth Advisors, LLC
18 Division Street, Suite 207B
Saratoga Springs, New York 12866
P (518) 583.4050 | F (518) 587.5303