Personalized Advice. Comprehensive Solutions.
No two clients are alike. No two financial strategies should be either. At Conte Wealth Advisors, we believe that everyone deserves finances built to last, by advisors who truly care and who always put the needs of their clients first.
By learning what is important to you and your family throughout our financial planning process, our advisors are able to deliver clear and detailed plans and comprehensive solutions to address what’s most important to you.
CWA Can Help
- Enhance your wealth to promote financial freedom and security
- Protect you and your assets from the unforeseen
- Minimize the impact of taxes
- Fortify your legacy through a carefully thought out plan for wealth transfer and gifting
What You Need to Feel Secure
Built on the principles of integrity, flexibility, commitment and kindness, we strive to deliver a comfortable and personalized experience at every opportunity.
Our team has the expertise to help you through every stage of life’s journey.
Individuals & Families
As your family grows, so do your financial priorities and goals.
Retirement Plan Sponsors
Offering a 401(k) plan to your employees comes with tremendous responsibilities. We will help you to understand your responsibilities and what solutions are best suited for both you and your employees.
From designing a custom retirement plan to fit both your needs and the needs of your employees to implementing contingency strategies designed to provide you peace of mind when the unforeseen occurs, we can help.
State & Gov. Employees
As a state or federal employee understanding your benefits and planning for the future can be complex and at times, confusing. Our team will help you understand and deliver relevant wealth management options best suited for you and your family.
Trusts, Non-Profits & Foundations
We understand what it takes to navigate the unique challenges and opportunities facing your institutional wealth.
Looking for a Better Client Experience?SCHEDULE YOUR INTRODUCTORY CALL TODAY
News & Events
Financial Digests That Make You Look Like You Know What You’re Talking About
February 1, 2023 | Lena Rizkallah, JD, CRPC® I’m not a morning person. Especially in t…Read More
Understanding the Past, Predicting the Future
January 30, 2023 | Anthony Conte, MSFS, CEPA, CFP® There are indicators that we can simply igno…Read More
Retirement Planning Myths
January 3, 2023 | Anthony Conte, MSFS, CEPA, CFP® Each years’ end gives all of us working sti…Read More
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