What You Need to Feel Secure
Built on the principles of integrity, flexibility, commitment and kindness, we strive to deliver a comfortable and personalized experience at every opportunity. With over 150 years of industry experience, our team has the expertise to help you through every stage of life’s journey.
Individuals & Families
As your family grows, so do your financial priorities and goals.
Retirement Plan Sponsors
Offering a 401(k) plan to your employees comes with tremendous responsibilities. We help you to understand your responsibilities and what solutions are best suited for both you and your employees.
Business Owners
From designing a custom retirement plan to fit both your needs and the needs of your employees to implementing contingency strategies designed to provide you peace of mind when the unforeseen occurs, we can help.
State & Federal Employees
As a state or federal employee understanding your benefits and planning for the future can be complex and at times, confusing. Our team will help you understand and deliver relevant options best suited for you and your family.
Trusts, Non-Profits & Foundations
We understand what it takes to navigate the unique challenges and opportunities facing your institutional wealth.
News & Events
Disaster Planning: Protecting Your Assets and Your Family
At Conte Wealth Advisors, we know that unexpected events, from severe storms to sudden financial ch…
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CWA Solutions Newsletter: Fall 2025 is Here!
Many investors and business owners are surprised to learn they don’t fully understand what’s actually in their portfolio. Hidden fees, unnecessary risk, or investments that no longer align with your goals can quietly erode your financial progress. To help you get started, we've created a worksheet to help you better understand your financial portfolio—what you own, why you own it, and how it all fits together. Enter your email and download today!
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Cybersecurity and Retirement Accounts: What You Need to Know
Your retirement accounts—such as IRAs, 401(k)s, or pensions—represent decades of saving, invest…
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