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

2020 Free Community Shred Day!

Join CWA for our FREE Community Shred Day! Saturday, July 18th Trinity Lutheran Church (Par…
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Top Three Questions on the Paycheck Protection Program

April 28, 2020 | Lena Rizkallah, JD, CRPC® – Conte Wealth Advisors If you’re a small business…
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Where to find opportunities during the COVID-19 downturn

While the Covid-19 pandemic has stalled the US economy to a near halt, any doubt remaining about th…
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