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 Things To Consider If You’re Thinking Of Retiring Early

Sept 22, 2020 | Lena Rizkallah, JD, CRPC® Many people dream of retiring early.  My neighbo…
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Cheat On Your Diet, Not Your Retirement Plan

Sept 14, 2020 | Lena Rizkallah, JD, CRPC® It seems that everyone is on some type of diet these …
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What’s in a number?

Sept 8, 2020 | Lena Rizkallah, JD, CRPC® At what age does middle age begin?  Nowadays, man…
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