1847Financial - Formerly known as Wealth Continuum Group
Information by Research TrustFinance
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.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial