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

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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Tough questions to ask before engaging a financial advisor

You’ve scrimped, saved, and stashed it away.  Years of punching the clock, packing lunches, saving receipts, and turning…

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The Sky is Falling! Protecting Yourself from “Bad Investment” Advice

Is there such a thing as a bad investment?  Each type of investment was created for a reason…

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