Conte Wealth Advisors, LLC

About

Conte Wealth Advisors, LLC (CWA) provides innovative and comprehensive planning strategies and wealth management through its team of independent, knowledgeable professionals. We empower our clients to affect positive and lasting change in their financial, professional, and personal lives. With over 150 years of collective experience, we are proud to be a third-generation firm servicing our clients, their children, and grandchildren.

Whether it's providing a company with a second opinion for their 401(k) plan, providing investment support for their employees, working with the self-employed, or advising the independently wealthy, CWA works as a team to ensure that no opportunity to enhance a client's financial situation is missed.

As independent advisors, CWA uses its network of individual investment firms and insurance companies to the greatest benefit of the client. Investment, insurance, and planning strategies are continually revisited and re-evaluated to provide the most suitable and cost-effective plans for our clients.

Our mission is to provide you with guidance that can help you understand and better define your financial goals…At CWA, we aim to be What You Need to Feel Secure.

Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Conte Wealth Advisors are not affiliated. Important disclosures can be found here: https://www.contewealth.com/disclosures/

Keywords

wealth management, estate planning, retirement planning, employee benefits, financial planning, investment planning, business planning, portfolio growth, multigenerational planning, education planning, personal & asset protection

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