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.
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.
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.
What We Offer
In-House Marketing
Practice Management
New Business Processing
Practice Protection
Virtual Administrative Support
Come Join Us
