As the days grow longer and the air warms, we welcome you to the Spring edition of Conte Wealth Advisors’ Solutions Newsletter. Spring is a season of rejuvenation, a time to shed the old and embrace fresh possibilities. It’s the perfect moment to reset—whether that’s in our personal lives, our homes, or in how we approach our finances. As nature blooms around us, we too have the opportunity to bloom and thrive in all areas of our lives.

In this edition, we’ve curated content that offers a blend of practical financial advice and lifestyle inspiration, all tailored to help you step into this season with clarity and confidence. The shift from winter to spring is not only about updating your wardrobe or preparing your home for the warmer months; it’s a reminder to also refresh your financial outlook. It’s a time to evaluate where you stand, set new goals, and take proactive steps to build a more secure future.

Inside, we explore a variety of topics to help guide you as we navigate through the year. You’ll find insights on staying financially motivated, tips on avoiding common investment scams, and advice on the economic landscape, including the potential impact of the 2025 tariff strategy. As always, we’re committed to keeping you informed and prepared for what’s ahead.

Spring is also a time to focus on wellness—both physically and mentally. In this edition, we highlight simple ways to keep your family healthy, emphasizing habits that promote heart health and overall well-being. There’s something rejuvenating about the season that encourages us to prioritize self-care and make small changes that add up to lasting improvements.

As you refresh your home and spring-clean your surroundings, we’ve included tips to help you declutter and organize your space, making it a peaceful retreat that supports your well-being. You’ll also find a collection of delicious recipes to enjoy as you gather with friends and family—light, vibrant dishes perfect for celebrating the beauty of the season.

At CWA, we believe that financial health is just as important as physical and mental well-being. Whether it’s spring cleaning your finances, revisiting your goals, or staying up to date on the latest economic trends, we’re here to help guide you every step of the way. As we move into this season of growth and renewal, we want to express our gratitude for your trust in us. Together, let’s make this spring the beginning of a bright and prosperous future.

We look forward to continuing our partnership and supporting you in reaching your goals—both big and small. Here’s to a season of growth, fresh beginnings, and endless possibilities.

Wishing you a season full of joy, health, and financial success,

The Conte Wealth Advisors Team

Bloom & Groove into Spring with CWA

Shake off the winter blues and step into the sunshine with our spring-inspired playlist, curated by the team at Conte Wealth Advisors. Whether you’re tackling spring cleaning or enjoying a sunny drive, these tracks bring fresh starts, feel-good vibes, and the energy of the season. Hit play and let spring set the tone!

Scan the QR code below to get the playlist on your phone!

Exciting Changes Ahead!

CWA Expands Footprint with New Offices in Hershey and Harleysville!

We’re proud to share that our Lebanon office has officially relocated to Hershey, PA!

This move represents more than a new address; it reflects our continued dedication to providing personalized financial guidance in a vibrant and thriving community.

We’re especially proud to highlight the leadership of Joe Henriques, CWA’s Managing Director of Wealth Strategies, and his outstanding team. Their expertise, client dedication, and strategic insight have been instrumental in our expansion and continued success across Central PA.

Learn more about our Hershey office at contewealth.com/hershey.

Conte Wealth Advisors (CWA) is proud to announce the opening of a new branch in Harleysville, PA, expanding our personalized wealth management services in the region.

Financial Advisor Jeff Pascoe, who joined CWA before the new office launch, leads the Harleysville team. With over 20 years of experience, Jeff offers expert guidance in financial planning and wealth preservation tailored to local individuals and businesses.

We look forward to serving the Harleysville community and helping clients achieve their financial goals with trusted, personalized advice. Learn more about our Harleysville office at contewealth.com/harleysville.

 

Shred Day is on The Way!

 

Clean out your clutter, protect your privacy, and support a meaningful cause! Join us for Conte Wealth Advisors’ Annual Shred Day on Saturday, May 31st, from 9 AM to 12 PM at Trinity Lutheran Church in Camp Hill.

Bring up to 5 boxes of old documents or electronics for secure, on-site shredding — no need to remove staples or paperclips!

This year, all donations will benefit the Peyton Walker Foundation, an organization dedicated to saving young lives through heart screenings and cardiac emergency awareness.

Let’s make a difference together — securely, sustainably, and for a cause that matters.

 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors, any of the above mentioned companies, and Cambridge are not affiliated. All information on clients, staff or Advisors has been provided to us by them and they have consented to sharing this information with us to be shared in our newsletter.