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, delivering transparency and clarity throughout our financial planning process, we are able to provide comprehensive solutions to address what’s most important to our clients.
How 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.
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 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
4 Medicare Mysteries Explained
July 16, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors
Many people entering retiremen…
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CRUSH These 4 Retirement Uncertainties
July 06, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors
When I was a kid, the weeks le…
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Mick Jagger is having a great retirement; 3 ways that you can too
June 24, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors
So guess what? The Rolli…
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Check out the background of investment professionals on FINRA’s 