our people are

local

our footprint is

global

our services are

unique

our process is

personal

our greeter is

adorable

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.

Featured Resource

2019 Key Financial Data

Learn more about the IRA and Retirement Plan limits for 2019 with regards to tax brackets, thresholds, limitations and exemptions.

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Check out the background of investment professionals on FINRA’s BrokerCheck.

Blog Feed

2020 FREE COMMUNITY SHRED DAY!

-Join CWA for our FREE Community Shred Day! Saturday, April 18th at Trinity Lutheran Church (Parking Lot) 2000…

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Curbing Corona Chaos

While the markets continue to whipsaw and the novel Coronavirus wreaks havoc with the world economy and, almost…

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How Tax Planning Changes Through Four Stages of Retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in…

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