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1847Financial - Formerly known as Wealth Continuum Group

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United States

Founded in

1998 (27 Years)

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Get to know 1847Financial - Formerly known as Wealth Continuum Group

1847Financial, formerly known as Wealth Continuum Group, is a financial services firm focused on delivering integrated and comprehensive planning. The company's name is a nod to 1847, the year its partner company, Penn Mutual, was founded. They specialize in a collaborative approach to wealth management, serving high-net-worth individuals, families, and business owners. Their services encompass business planning, estate planning, retirement planning, insurance, and wealth management, aiming to provide clients with financial clarity and confidence.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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