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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 curated by financial 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 highly knowledgeable financial 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
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Get Groovy with the CWA Team!

Get ready to groove with the CWA team’s ultimate spring and summertime playlist, packed with upbeat tunes to elevate your mood and set the perfect vibe for sunny days ahead. From catchy pop hits to classic rock anthems, this playlist curated by the CWA crew guarantees non-stop fun and good vibes whether you’re chilling at the beach or hosting a backyard BBQ. Let the rhythm take over as you dive into this eclectic mix of feel-good tracks carefully selected to soundtrack your warm-weather adventures.

Scan the QR code below to get the playlist on your phone!

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.

Business Owners

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

What To Do When Your Income Reaches 7 Figures

Did you recently add a second comma to your bank balance? Has a recent financial event raised your …
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Budget Check Up: Tax Time Is the Right Time

Every year, about 140 million households file their federal tax returns.For many, the process invol…
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Grandparents & 529s

December 6, 2023 | Patrick Barry, AIF® I’ve received a few questions lately regarding potenti…
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