To Us, You’re Family

For many, working with a financial professional can be intimidating, at Conte Wealth Advisors we believe it doesn’t have to be. 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.

At CWA, our team provides comprehensive financial services in the context of a long-term relationship with you. Through our experience, we have learned the importance of everyone being clear on what to expect if we are developing and maintaining a successful working relationship – one where we can help you achieve your financial and lifestyle goals.

What can you expect?

You can expect that we will consistently and responsibly perform all services related to the preparation, review and ongoing monitoring of the financial planning solutions we implement on your behalf. We’ve learned through experience that effective communication and mutual respect are essential to a long-term partnership.

At CWA, you can expect to receive recommendations and service through state of the art solutions such as:

  • Paperless efficiency
  • On-site research facilities and conference rooms
  • Online account access
  • Highly encrypted servers and email communications
  • Market updates

With a personal touch….We understand that even a paperless workplace, online account access, and up to the minute market performance are not effective substitutes for the human touch. Call us old fashioned, but when a client calls our office during normal business hours, we want the first voice they hear to be a member of our reliable support staff team…not a voicemail service or a phone menu. While automated messaging services have become the norm in the financial services field, we continue to buck the trend.

At CWA Our Team Will Always

  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a regular basis.
  • Carefully assess and monitor your investment risk and time frame.
  • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
  • Update you when appropriate by email, mail and phone.
  • Meet with you regularly to review your Personal Financial Policy Statement.
  • Act as your primary Financial Advisor, coordinating efforts of other related professionals as and when required.
  • Treat you with the utmost respect and professionalism.

Our Process

At CWA we’ve developed a financial planning process to address the unique needs of each of our clients. By taking this approach, we establish a foundation that ensures we’re able to prioritize each of your financial goals and objectives in a systemic fashion. At CWA, everything starts with a plan.

Our Process

The Difference of True Independence

Conte Wealth Advisors is an independent financial services firm. Each licensed professional on our team of advisors remains entirely independent and unaffiliated with any particular investment or insurance company.

True Independence

Resources

We make it our mission to educate you on how to take your financial journey to the next level. At our resources page you can find articles, calculators and more resources to help give you an idea of what is necessary to meet your financial goals.

Resources

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