Continuity Partners Group (Continuity Partners) has entered into a formal agreement with Gould Asset Management (Gould), an independent registered investment adviser (RIA) based in Claremont, California.
Under the agreement, Continuity Partners will support Gould’s development of customized strategies for succession planning, acquisition, and organic growth.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The deal will render Gould as the first independent RIA member of Continuity Partners, joining 168 other advisor-members with the independent broker-dealer, Cambridge Investment Research.
Continuity Partners founder Eric Schwartz said: "Independent RIA firms are facing real challenges as they consider how best to plan for succession along with strategies for acquisition and organic growth.
"The best succession plans are well defined agreements that reflect the unique underlying business model and service approach of the independent advisory firm.
"A truly customized approach that contributes to long-term success is very appealing to independent RIA firms, as the founders of the firm seek the best means to bring in the next generation of leaders."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
