Welcome Clients of Trusted Wealth Advisors

Welcome to Conte Wealth Advisors, where your financial aspirations find their ideal partners. We’re thrilled to extend our warmest greetings as you embark on this journey with us.

At Conte Wealth Advisors, we understand that your financial goals are as unique as you are. Whether you’re planning for retirement, saving for your child’s education, or seeking to grow your wealth, our team of seasoned advisors is here to guide you every step of the way. With a focus on personalized strategies tailored to your specific circumstances, we strive to empower you to make informed decisions that align with your objectives.

As you navigate our website, we invite you to explore the wealth of resources and insights available to you. From educational articles to interactive tools, our aim is to equip you with the knowledge and tools necessary to make confident financial choices.

We look forward to getting to know you more and becoming your trusted partner.

What You Need to Feel Secure

Built on the principles of integrity, flexibility, commitment and kindness, we strive to deliver a comfortable and personalized experience at every opportunity.

Our team has the expertise to help you through every stage of life’s journey.

Individuals & Families

As your family grows, so do your financial priorities and goals.

Retirement Plan Sponsors

Offering a 401(k) plan to your employees comes with tremendous responsibilities. We will help you to understand your responsibilities and what solutions are best suited for both you and your employees.

Business Owners

From designing a custom retirement plan to fit both your needs and the needs of your employees to implementing contingency strategies designed to provide you peace of mind when the unforeseen occurs, we can help.

State & Gov. Employees

As a state or federal employee understanding your benefits and planning for the future can be complex and at times, confusing. Our team will help you understand and deliver relevant wealth management options best suited for you and your family.

Trusts, Non-Profits & Foundations

We understand what it takes to navigate the unique challenges and opportunities facing your institutional wealth.

Some of the New Faces You’ll See!

Portrait of Patrick Barry

Patrick R. Barry

Financial Advisor
Portrait of Camryn Burk

Camryn T. Burk

Client Services Specialist

Angela L. Dietz

Financial Advisor

Gordon H. Porter

Financial Advisor

Jennifer L. Sutton

Client Services Specialist

Looking for a Better Client Experience?

SCHEDULE YOUR INTRODUCTORY CALL TODAY

Check out the background of investment professionals on FINRA’s