CWA’s Season’s Greetings

As the holiday season dances its way into our lives once again, we find ourselves wrapped in the warmth of traditions, the joy of togetherness, and the spirit of giving. It’s that magical time of the year when we reflect on the journey we’ve shared and eagerly anticipate the festive moments that lie ahead. In the spirit of spreading cheer, we are thrilled to bring you the latest edition of our holiday newsletter, a delightful blend of cherished traditions and exciting updates from our bustling team.

Read our latest newsletter here.

Now That’s What We Call A CWA Holiday.. Playlist!

In the spirit of the holidays we asked every member of their team to give us their top 3 holiday songs. The ones that bring them joy and warm their soul with the holiday spirit and combined them into the CWA Holiday Playlist! Some songs are fun, some are classics, and others are just a great listen for your holiday spirit. We hope they bring you as much joy as they do us!

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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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.
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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.
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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.
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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.
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Trusts, Non-Profits & Foundations

We understand what it takes to navigate the unique challenges and opportunities facing your institutional wealth.
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Looking for a Better Client Experience?

SCHEDULE YOUR INTRODUCTORY CALL TODAY

News & Events

Your Emergency Fund: How Much Is Enough?

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing…
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Managing Money as a Couple

When you marry or simply share a household with someone, your life changes—and your approach to m…
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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family…
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