It’s About Your Journey
As one of the top 6% of all producing advisor groups within Cambridge Investment Research, Conte Wealth Advisors is a boutique-style wealth management firm aimed at supporting financial advisors who embrace both an independent and fiduciary mindset.
At CWA, our focus is to provide advisors with the best client experience possible all while preserving your independence. 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.
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.
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 but so has the needs of your infrastructure.
We can help.