Independence. Freedom. Choice.

It’s why you became an advisor.

As one of the top 6% of all producing advisor groups within Cambridge Investment Research, Conte Wealth Advisors is an advisor network aimed at supporting advisors who embrace both an entrepreneurial and fiduciary mindset.

At CWA, our focus is to provide advisors with the best client experience possible all while preserving your independence. We offer a collaborative environment where the sharing of best practices and expertise is commonplace but not mandated and that service-quality is not determined by an advisor’s production level.

Whether you are seeking efficiencies of scale to grow your business, looking to transition your practice into an independent space or perhaps just looking for a seamless transition into retirement, we can help. We will help you to minimize the amount of administrative ‘white noise’ inherent in our industry so that you may focus on what matters most to you.

Individual Advisors

As a solo practitioner, there are only so many hours in the day to do what all that needs to be done.

At CWA, we’ll help you do more of what you want and less of what you don’t.

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Small Team Ensembles

Your team has grown in size, so have the needs of your infrastructure. Our team of knowledgeable professionals can provide the support you need.

We Can Help

Advisors Seeking an Exit Strategy

You spent years building your business but now you want to enjoy the good life but aren’t sure how to make the transition.

Let CWA Show You How

What We Offer

Gone are the days of having to go it alone. Your clients’ needs are diverse. Your ability to service their needs should be as well.  Whether it is access to a broader spectrum of investment solutions, custom marketing collateral or reliable back office support. CWA provides you the ability to run your business, your way because a successful practice starts with reliable partners. Our team of in-house marketing, business development and administrative support professionals will allow you to spend more time doing business building activities you would prefer to do, and less time muddled in administrative tasks.

In-House Marketing

Practice Management

New Business Processing

Practice Protection

Virtual Administrative Support

Come Join Us

To learn more about the benefits of partnering with CWA, contact Tony Conte at (888) 717-2921 or