Personal Advice. Comprehensive Solutions.
Conte Wealth Advisors is a full-service, boutique style, independent financial services firm that provides innovative, comprehensive financial planning, wealth management and retirement planning services.
Initially established in Harrisburg, Pennsylvania in 2006, CWA has expanded and now is comprised of 19 financial advisors located in Camp Hill, Erie, Fort Myers, Fort Wayne, Lakeport, Lebanon, New York, Pittsburgh, Tampa, and York, 17 support staff, and brick and mortar offices in Camp Hill, Fort Myers, Lebanon, and York. Our team boasts over 150 years of collective industry experience in creating and administering financial solutions for regions across the Eastern United States.
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
Our goal is to simplify the complicated and design a tailored, comprehensive financial strategy aimed at achieving your goals.
Our Services
We believe that the path towards your financial future requires a clear vision, a detailed plan, and a dynamic team.
Client Experience
We treat every client as if they were family – because to us, you are. What matters most to you, is what’s most important to us.
Your Team of Expert Financial Advisors
Our goal is to provide you with personalized guidance and support to help you achieve what matters most.