SRM Advisors

A Guide On Your Life Journey.

Financial planner in Portland, OR (show on map)

3.7

★★★★☆

3 reviews

Personalized investment management and estate planning services for wealth accumulation, preservation, and multigenerational transfer.

Call (503) 244-8905

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About

Continuity Wealth Management is a Registered Investment Adviser that evolved from its predecessor firm (established 1993) into its current identity in 2024. The firm provides personalized investment management and estate planning services, guiding clients through life transitions including multi-generational wealth transfers, retirement, marriage, and new children.

Led by Justin Curtiss (CFP®, former Estate Planning Attorney), the firm offers financial planning, in-house investment management, estate planning, and tax planning. The firm operates as a fiduciary, prioritizing client best interests without high-pressure sales tactics, and offers complimentary initial meetings and financial plans.

Former estate planning attorney lead advisor (Justin Curtiss)

In-house investment management (not outsourced)

Fiduciary-first approach prioritizing client best interests

Complimentary initial meetings and financial plans

Focus on multigenerational wealth transfer and financial continuity

Services

Financial Planning

Personalized financial plans aligned with client goals, providing a clear path toward financial security and prosperity, including retirement planning.

Goal-aligned planning Retirement readiness assessment Ongoing plan review

Investment Management

In-house investment management using custom portfolios built with low-cost ETFs, tax-efficient strategies, regular rebalancing, and tax-loss harvesting.

In-house portfolio management Low-cost ETF focus Tax-loss harvesting Regular rebalancing Risk tolerance alignment

Estate Planning

Expert estate planning to ensure smooth wealth transition across generations, including wills, trusts, and estate conservation strategies.

Multigenerational wealth transfer Trust setup Estate conservation Low-cost estate plan setup via specialists

Tax Planning

Comprehensive tax planning strategies to minimize tax liability and enhance financial efficiency, including estate tax reduction.

Federal and state estate tax liability reduction Proactive tax strategies Financial efficiency optimization

Credentials & Certifications

Certified Financial Planner (CFP®)

Investment Adviser Certified Compliance Professional (IACCP®)

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Registered Investment Adviser

Reviews

Rating

3.7

★★★★☆

Reviews

Frequently Asked Questions

What services does Continuity Wealth Management offer? +

The firm offers Financial Planning, Investment Management, Estate Planning, and Tax Planning services, all tailored to meet unique client needs.

Who is the lead advisor at Continuity Wealth Management? +

Justin Curtiss, J.D., CFP® is the President and lead advisor. He is a former Estate Planning Attorney and Certified Financial Planner.

Does the firm charge for initial meetings or financial plans? +

No, the firm does not charge for initial meetings or financial plans, aiming to provide a clear picture of current financial status without obligation.

What is the firm's approach to investment management? +

The firm manages investments in-house using low-cost Exchange-Traded Funds, focusing on tax-efficient, long-term management with regular rebalancing and tax-loss harvesting.

Who does the firm serve? +

The firm serves multi-generational families, surviving spouses, beneficiaries of estates, fiduciaries (trustees, executors, attorneys-in-fact), and professionals in fiduciary roles.

When was Continuity Wealth Management established? +

The firm was established in 1993 and evolved into Continuity Wealth Management in 2024.

What is the firm's philosophy regarding client relationships? +

The firm prioritizes integrity, excellence, collaboration, and a service mindset, fostering healthy long-term client-advisor partnerships where client needs come first.

Where is the firm located? +

The firm's office is at 3605 SW Multnomah Blvd, Portland, OR 97219.