To Us, You’re Family

For many, working with a financial professional can be intimidating – but it doesn’t have to be.

At Conte Wealth Advisors, 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.

We want to learn about you, your family, your goals and aspirations and how we can best serve you.

Our Process

Everything starts with a plan.

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Resources

News you can use to help you better understand your investments.

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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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