Welcoming the New Year!
As the crisp air and quiet beauty of winter settle in, we are thrilled to welcome you to 2025 and the latest edition of Conte Wealth Advisors’ Winter Newsletter. The start of a new year is a time for fresh beginnings, renewed focus, and the perfect opportunity to reflect on where you’ve been and where you’re headed. It’s also a season that invites us to slow down, embrace cozy moments, and find joy in the little things—whether it’s gathering with loved ones, savoring a warm drink, or curling up by the fire with a good read.
This winter, we’ve curated a newsletter that balances inspiration with practicality. You’ll find timely financial insights to help you set and achieve your goals for 2025, alongside lifestyle features designed to bring warmth and cheer to the season. Explore our collection of winter-themed articles, from tips on staying financially motivated during the colder months to cozy recipes perfect for sharing with family and friends.
One of the highlights of this issue is our special section on seasonal beverages, featuring both cocktails and mocktails to brighten your evenings or liven up your next gathering. Whether you’re in the mood for a classic winter warmer, a creative mocktail that everyone can enjoy, or a twist on traditional flavors, we’ve included something for every palate. To pair with your drinks, don’t miss our hearty and comforting recipe recommendations, ideal for those cold winter nights.
As we embark on this new year together, we want to thank you for your continued trust and partnership. At CWA, we’re honored to guide you on your financial journey, and we’re excited to help you make 2025 a year of growth, success, and meaningful accomplishments. Let this year be one of possibility and purpose, where your goals take center stage, and every step forward brings you closer to achieving them.
So, grab a warm drink, settle in, and enjoy this issue of the Winter Newsletter. May the season bring you warmth, joy, and plenty of inspiration as you navigate the road ahead. Here’s to a wonderful start to the year and to making 2025 your best year yet!
Wishing you a warm, cozy, and prosperous 2025,
The Conte Wealth Advisors Team
Freshly Powdered: Your Winter Wake-Up Call
When the world outside is covered in snow, finding the motivation to get up and embrace the day can be a challenge. The Freshly Powdered Playlist is here to set the tone for your winter mornings, with a mix of energizing and cozy tracks to help you shake off the cold and step into the season. Whether you’re heading out for a winter adventure or just need a little extra warmth to start your day, this playlist has the perfect soundtrack to keep you moving.
Scan the QR code below to get the playlist on your phone!
CWA Foodie Favorites
Cocktails with Advisors
How Gratitude Can Improve Your Overall Well-Being
4 Ways Pets Make You Healthier
Winter Wreaths to Refresh Your Season Decor
7 Items You Should Never Leave Outside During Winter
As temperatures drop, certain household items should never be left outdoors during winter. Harsh weather conditions can cause damage, leading to costly repairs or replacements. Learn what to bring inside to protect your belongings and maintain your home.
- Garden tools and hoses
- Outdoor furniture
- Grills and propane tanks
- Unsealed liquids and paint
- Lawnmowers and power tools
Advisor Highlight
As a Financial Advisor at our Camp Hill location, Andrew Wallace thrives in the collaborative and supportive culture of Conte Wealth Advisors, where every team member is dedicated to each other’s success. His passion for financial planning is matched by his love for sports, cars, and adventure.
Outside of work, you’ll often find Andrew on the golf course, cheering for the Ravens, or indulging in his love for cars. A firm believer in the power of mindset, he lives by the advice, “Whether you think you can, or think you can’t – you’re right.” If money were no object, Andrew would be hitting the rally car circuit, fueling his need for speed and precision.
If given the chance to travel anywhere, Sicily is at the top of his list—an opportunity to connect with his roots and explore the rich history of his family’s heritage. Andrew’s drive, both in his career and personal pursuits, makes him a valued part of the CWA team!
Staff Spotlight
As a valued member of the CWA team, Alexis Murray brings a spirit of collaboration and dedication to everything she does. Since joining us, her favorite aspect of working here has been the supportive and encouraging work environment that thrives at CWA. Alexis appreciates how her colleagues work together to bring out the best in each other every day.
Outside of work, Alexis enjoys unwinding through her creative hobby—painting, often with a glass of wine in hand! When asked for the best piece of advice she’s ever received, Alexis shared, “When you can’t control what’s happening around you, control the way you respond, for that is where your power is.” This mindset helps her stay focused and empowered, even in the face of challenges.
If money were no object, Alexis would embrace her passion for photography and travel the world, capturing stunning moments through the lens. Her dream destination? Thailand, where she’d immerse herself in the beauty and culture of the region.
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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.