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.

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 but so has the needs of your infrastructure.

We can help.

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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.

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What We Offer

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, provides you the ability to run your business, your way. Our team of in-house marketing, business development and administrative support will allow you to spend more time doing business building activities you would prefer to do, and less time mired in administrative tasks.

In-House Marketing

Practice Management

New Business Processing

Succession/Contingency Planning

Virtual Administrative Support

Let’s Get Started

To learn more about the benefits of partnering with CWA, contact Trent Gain at (888) 717-2921 or tgain@contewealth.com.
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