As the days grow longer and the world around us bursts into bloom, we find ourselves invigorated by the promise of spring and the warmth of summer. This vibrant season of renewal and growth inspires us to embrace the outdoors, celebrate nature’s beauty, and look forward to new adventures. In the spirit of this lively time of year, we are delighted to present our latest CWA Solutions Newsletter, a harmonious blend of seasonal delights and exciting updates from our dynamic team.

Within these pages, you’ll discover more than just financial insights; you’ll find a taste of the personal connections that define Conte Wealth Advisors. Our team is excited to share some of our favorite recipes, gems of the scenic Pennsylvania nature, and insight on a holistic approach to proactive steps towards a healthier, happier life.

In addition to our personal connections, we’re thrilled to highlight the vibrant events hosted by CWA in recent months. Whether it’s educational seminars, networking opportunities, or community outreach initiatives, these gatherings reflect our dedication to fostering meaningful connections and empowering our clients to thrive.

This season, we’re bringing our newsletter to life online, creating a dedicated webpage that captures the essence of spring and summer in all its glory. This digital platform allows us to share our stories and achievements through a rich, interactive experience. Explore photo galleries, listen to warm tunes right on this page, and connect with the content in a dynamic way that goes beyond the traditional newsletter format. Whether you’re catching up on your laptop, tablet, or phone, we invite you to immerse yourself in the seasonal spirit and join us in celebrating this vibrant time of year.

So, grab your favorite refreshing drink, find a sunny spot, and dive into the pages of our latest newsletter. From our family to yours, may your season be filled with sunshine, growth, and boundless joy!

Warmest of wishes,

Conte Wealth Advisors

Get Groovy with the CWA Team!

Get ready to groove with the CWA team’s ultimate spring and summertime playlist, packed with upbeat tunes to elevate your mood and set the perfect vibe for sunny days ahead. From catchy pop hits to classic rock anthems, this playlist curated by the CWA crew guarantees non-stop fun and good vibes whether you’re chilling at the beach or hosting a backyard BBQ. Let the rhythm take over as you dive into this eclectic mix of feel-good tracks carefully selected to soundtrack your warm-weather adventures.

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

It’s Been Awhile, Let’s Catch Up!

Advisors Bond Over Extravaganza Fun

In early April, CWA advisors from near and far joined members of our team in Camp Hill for a weekend of filming, fun, and information. Advisors started the weekend with an informational seminar, transitioning to filming promotional material for an exciting new feature, and later joined team members in a competitive race to the finish line at K1 Speed of Harrisburg.


The 3rd Annual Women in Business Busting Barriers!

Lena Rizkallah hosted her annual Women in Business Busting Barriers panel in Beacon this march.

Over 60 women and men in Beacon spent the evening with Lena and fellow panelists hearing from four powerful women discuss their stories, struggles, and successes.


7th Annual Movie Night

In April the CWA Central PA team hosted the 7th Annual Movie Night event! Clients gathered to watch Ghostbusters: Frozen Empire while enjoying goods and treats for everyone in the family.

Jeff Pascoe Joins CWA!

Jeffrey “Jeff” Pascoe joined our team in May of this year! He is a graduate from Susquehanna University with a bachelor’s degree in business administration and began his career in financial services in June of 2002. Jeff joined Edward Jones in 2018 and built his own financial practice before joining Cambridge Investment Research in Harleysville, PA in 2022. Jeff thoroughly enjoys working with clients to help them reach their goals and understand the importance of investing. He focuses on crafting corporate retirement plans for their employees.

Jeff is a Veteran who served a full year in Iraq with the U.S. Army Reserve as a Supply Sergeant (March 2003-2004). Jeff earned two Army Commendation Medals for his service.

Meet Jeff! 


Shred Day is on The Way!

The Conte Wealth Advisors Camp Hill office will be hosting our annual, FREE community Shred Day in the Trinity Lutheran Church – Camp Hill parking lot on Saturday, June 22nd!

Learn more here! 

CWA Summertime Foodie Favorites

Be the hit at the family cookout with a few of these CWA Food Favorites for the Summertime Season!

Springtime Cocktails With Advisors & Our Team

Our team has compiled their springtime holiday cocktails to enjoy throughout the warming season!

Top Trails in the Hills of Pennsylvania

From winding paths adorned with vibrant wildflowers to rugged terrain leading to breathtaking vistas, these trails promise unforgettable adventures for hikers of all skill levels. Discover the heart of Pennsylvania’s natural splendor as you embark on these immersive outdoor experiences amidst the tranquil hills.

Healthy Breakfast Bowls to Fuel Your Body in a Hurry

Bowl of cereal? Not today. Start your morning off right with one of these healthy breakfast bowl recipes. Each breakfast power bowl is filled with fresh fruit or veggies and will be ready to eat in 30 minutes or less. Sweet or savory, these quick-to-prepare breakfast recipes will help you ward off hunger pangs until lunch.

CWA Tips & Tricks

Planning for the spring and summer can be difficult, try a few of these tips and tricks from the CWA Team to consider when evaluating your family’s future and finances this season.

Taxes & Investments

Project your income, net investment income, tax plan, realized and unrealized gains and losses, donations, gifting strategies, and more for the current year and the upcoming year. Confirm your investment goals and strategies.


Depending on your age, you might have Required Minimum Distributions you need to take or you may need to catch up on your retirement plans. It’s important to know what lies ahead so you can prepare.


It’s never too early to start planning for retirement. The Fall is an ideal time to catch up on your contributions, analyzing retirement scenarios and even open a retirement plan if you recently experienced a career change.

Insurance & Health

Review your current insurance plans, policies and coverage as you approach the end of the year. It’s important to also review your employer’s health insurance plan or shop your state’s health insurance exchange.

Life Changes

Did you experience any life changes this year? Did you change your jobs, sell a major asset, move, get married, end a marriage, lose a loved one, gain a loved one? All are important milestones that can have an impact.


Consider your contributions to education accounts, trust funds, gifts to family members and charitable contributions for the end of the year and upcoming year.

8 Things You Can Do to Prevent Heart Disease & Stroke

How can you live a longer, healthier life? These eight key factors can help you lower your risk of heart attack and stroke if you’ve never had one. They’re part of an overall healthy lifestyle for adults. And they can help you build a powerful prevention plan with your health care team (doctors, nurses, pharmacists, registered dietitians, and other professionals).

Read Here

Spruce Up Your Home by Bringing Nature Indoors

Bringing nature indoors is about infusing your living spaces with the tranquility and vitality of the outdoors, creating a harmonious sanctuary where you can thrive. From lush houseplants to natural materials and earthy decor accents, it’s a transformative journey that reconnects you with the beauty of the natural world right in the comfort of your home.

  • Surround Yourself with What You Love
  • Consider Color
  • Accent with Outdoor Furnishings
  • Play with Texture
  • When in Doubt, Add Plants
Read More

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.