our people are

local

our footprint is

global

our services are

unique

our process is

personal

2014 key

financial data

Our Vision

Conte Wealth Advisors, LLC provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives.  With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren.  Our personal goal is to provide you with guidance that can help you understand and better define your financial goals.  What you need to feel secure.

Blog Feed

Life Insurance: 3 Major Misconceptions

People come in all shapes and sizes.  We are all different and unique, from our nationality and religious…

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IRA and Retirement Plan Limits for 2015

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Roth IRAs – What can they do for your Estate Plan?

Generally, “estate planning” centers around the concept of passing assets to the next generation with the government taking…

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