our people are

local

our footprint is

global

our services are

unique

our process is

personal

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.

Blog Feed

Making the most of Social Security

Much has been made of the daunting puzzle of Social Security benefits in the past few years, and…

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Financial Advice for the Millennial

The Millennial Generation is here.  This generation is the largest generation in U.S. history.  Millennials are born approximately…

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The 4 Styles of Money Management… Where Do You Fit?

Asset allocation.  Diversification.  Portfolio Rebalancing.  What does it all mean!?  This is common lingo used in the financial…

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