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 Lebanon office is here to offer expert wealth management services tailored to your unique needs.

Our Lebanon Location

CWA Lebanon Office Building

 

Conte Wealth Advisors is dedicated to providing exceptional financial services to individuals in Lebanon, Pennsylvania and the surrounding areas. Known for its rich history and strong community values, Lebanon is a vital part of our service region. Our Lebanon office offers tailored financial solutions to meet the diverse needs of individuals and families in this vibrant community.

Office Location

Conte Wealth Advisors
731 South Lincoln Avenue, Suite 1
Lebanon, PA 17042

Phone: (717) 273-2263
Email: info@contewealth.com

Meet Our Team

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 Lebanon’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:

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

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

Tax Planning

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

Education Planning

From setting up savings accounts and investment strategies to understanding financial aid options, our goal is to provide you with a clear, actionable plan that aligns with your educational aspirations and financial goals.
Education 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

Environmental, Social & Governance (ESG) Investing

Invest with purpose by integrating environmental, social, and governance factors into your strategy to align with your values and financial goals.
Learn More

Multi-Generational & Estate Planning

Create a lasting legacy with our multi-generational and estate planning services, designed to manage and protect your assets across generations while fulfilling your wishes.
Planning For Your Future

Charitable Gifting Strategies

Maximize your impact and tax benefits with our tailored charitable gift strategies, designed to align your philanthropic goals with your financial planning.
The Gift of Giving

Investing Strategies Tailored to Women

Empower your financial future with investment strategies specifically designed to address the unique needs and goals of women.
Women Focused

Social Security Distribution Planning

Optimize your Social Security benefits with our strategic planning services, tailored to maximize your income and support your retirement goals.
Thinking Ahead

Start Your Vision

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