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

Throw Like A Girl, Invest Like A Woman

April 22, 2021 | Lena Rizkallah, JD, CRPC® When I was younger, I lived all year for the one wee…
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Inflation Is Like The Tooth Fairy, No Really

April 6, 2021 | Anthony Conte, MSFS, CEPA, CFP https://www.lvb.com/inflation-like-tooth-fairy-n…
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Get Out Your Confetti, Here’s Some Good Economic News

Mar 16, 2021 | Anthony Conte, MSFS, CEPA, CFP Looking for some good news relating to the economy…
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