Welcome to Conte Wealth Advisors

At Conte Wealth Advisors, our mission is to provide personalized financial guidance and strategies that help you achieve your long-term goals. Our Harleysville office is here to offer expert wealth management services tailored to your unique needs.

Our Servicing Areas

 

 

Proudly serving Harleysville, PA, and the surrounding communities, our office is dedicated to providing personalized financial planning and wealth management services. Whether you’re in the Montgomery County area or beyond, our experienced advisors are here to help you navigate investments, retirement planning, and more with a tailored approach that meets your unique financial goals.

Empowering Harleysville Entrepreneurs

At our Harleysville location, we are committed to helping local business owners achieve financial success. We offer specialized services tailored to the unique needs of entrepreneurs and corporate leaders, including business investment strategies, retirement planning, and risk management. Our team understands the challenges of running a business, and we’re here to provide the financial guidance and support you need to thrive.

Contact Us

Conte Wealth Advisors
1690 Sumneytown Pike, Suite 250
Lansdale, PA 19446

Our Advisor In Your Area: Jeff Pascoe

Phone: (717) 975-8800
Email: info@contewealth.com

Get To Know Our Advisor

What Makes Conte Wealth Advisors Different?

Personalized Service

We customize our financial strategies to fit your individual needs and goals, ensuring a tailored approach to wealth management.

Holistic Approach

By considering every aspect of your financial situation, we create a cohesive plan that addresses both your short-term and long-term objectives.

Transparent Communication

We prioritize clear, straightforward communication, so you’re always informed and confident in your financial decisions.

Experienced Professionals

Our team of seasoned experts brings extensive knowledge and experience to provide you with top-notch financial guidance.

Client-Centric Focus

Your success is at the heart of what we do. We are dedicated to offering personalized support and solutions that align with your aspirations.

Local Expertise

With a deep understanding of Harleysville’s unique economic environment, we provide insights and strategies tailored to the local landscape.

Our Services

At Conte Wealth Advisors, we offer a comprehensive range of financial services designed to meet your specific needs:

Retirement Planning

Our team will work with you to develop a customized retirement plan that ensures you have the financial resources needed to enjoy your retirement years.
Retirement

Wealth Management

We provide holistic wealth management solutions, including investment strategies, asset allocation, and financial planning to help you grow and preserve your wealth.
Portfolio Growth

Tax Planning

Our experts offer tax-efficient strategies to help you reduce your tax burden and maximize your financial gains.
Tax Planning

Business Succession Planning

For business owners, we offer solutions to plan for the smooth transition of your business, ensuring continuity and protecting your interests.
Business Owners

Start Your Vision

Connect with one our experienced advisors today to begin your journey to your financial goals!
Contact Us