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2014 key

financial data

Our Vision

Conte Wealth Advisors, LLC provides innovative planning strategies and wealth management through its team of independent, educated professionals who empower their clients to affect positive and lasting change in their financial, professional, and personal lives.  With over 100 years of collective experience, we are proud to be a third generation firm servicing our clients, their children, and grandchildren.  Our personal goal is to provide you with guidance that can help you understand and better define your financial goals.  What you need to feel secure.

Featured Resource

2015 Preliminary Key Financial Data

Learn more about the IRA and Retirement Plan limits for 2015 with regards to tax brackets, thresholds, limitations and exemptions.

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2015 Preliminary Key Financial Data

Click 2015 Preliminary Fact Card for information on key items regarding tax brackets, thresholds, limitations and exemptions that may affect…

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Life Insurance: 3 Major Misconceptions

People come in all shapes and sizes.  We are all different and unique, from our nationality and religious…

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IRA and Retirement Plan Limits for 2015

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