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?

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News & Events

Disaster Planning: Protecting Your Assets and Your Family

At Conte Wealth Advisors, we know that unexpected events, from severe storms to sudden financial ch…
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CWA Solutions Newsletter: Fall 2025 is Here!

Many investors and business owners are surprised to learn they don’t fully understand what’s actually in their portfolio. Hidden fees, unnecessary risk, or investments that no longer align with your goals can quietly erode your financial progress. To help you get started, we've created a worksheet to help you better understand your financial portfolio—what you own, why you own it, and how it all fits together. Enter your email and download today!

By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
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Cybersecurity and Retirement Accounts: What You Need to Know

Your retirement accounts—such as IRAs, 401(k)s, or pensions—represent decades of saving, invest…
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