need to feel secure
WHO IS CONTE WEALTH ADVISORS?
With over 100 years of collective experience, Conte Wealth Advisors is proud to be a third generation firm servicing our clients, their children, and grandchildren. We are one team operating out of multiple offices nationwide.
THE CWA STANDARD
Each of our licensed professional advisors remains entirely independent and unaffiliated with any particular investment or insurance company. We have the freedom to present specific strategies, regardless of the company developing the product or investment.
We uphold an honest, fair and ethical culture. Every one of our financial advisors practices fiduciary responsibility, with many of us holding the Certified Financial Planner designation. This means that we are bound by the CFP Board’s ethical standards to always act in the best interest of our clients.
No two clients are alike. No two financial strategies should be either. Our commitment is to work with you to determine your current situation, what you may need in the future, and what you must do to reach your goals.
We strive to treat everyone we work with the way they want to be treated, through reliability, compassion and understanding. We also feel strongly about giving back to the community through our involvement with a wide variety of local charitable organizations.
- Ways to attract and retain top employees
- Plan design assistance and ERISA support
- Fiduciary support
- Improved outcomes for participants
- Fair and reasonable fees
- Expertise in workplace qualified plan design and management
- A powerful, retirement-focused practice with 100 years of collective experience
- Ability to act as the plan fiduciary, 3(38) or co-fiduciary, 3(21)
- Customized enrollment and participant education, and advisory services
Once we have established what the goals are for our client’s plan, we will design and present platform options best suited to achieve their desired results. CWA’s Retirement Plan Team will continuously monitor the effectiveness to ensure we are delivering the best solutions possible to meet our client’s needs.
Once a platform has been selected, CWA’s Retirement Plan Team will monitor the effectiveness of the program while simultaneously performing due diligence on other plan providers to ensure our clients are receiving the best solution available.
Existing clientele may access their account by clicking on the appropriate link below, or select Contact Us and your CWA Retirement Plan advisor will contact you directly.