Personal Advice. Comprehensive Solutions.

Conte Wealth Advisors is a full-service, independent financial services firm that provides innovative, comprehensive financial planning, wealth management and retirement planning services. Our team boasts over 150 years of collective industry experience in creating and administering financial solutions for regions along the East Coast.

At CWA our goal is to provide you with personalized guidance and support in helping you achieve what matters most to you. At CWA you’ll receive state of the art solutions with a personal touch.

Our Approach

For many, understanding and managing their investments can be both intimidating and at times, confusing. But it doesn’t have to be.

We Can Help

Our Services

Conte Wealth Advisors is a full-service, independent financial services firm. Our team provides innovative, comprehensive financial planning, wealth management and retirement planning services. We will work closely with you to help you live comfortably today and protect your legacy for the future.

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Your Team of Expert Advisors

Our goal is to provide you with personalized guidance and support to help you achieve what matters most.

Group photo of the CWA financial advisors

Looking for a Better Client Experience?

Built on the principles of integrity, flexibility, commitment and kindness, we strive to deliver a comfortable and personalized experience at every opportunity.
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