our people are

local

our footprint is

global

our services are

unique

our process is

personal

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 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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Blog Feed

2015 FREE Community Shred Day

Join CWA for a FREE Community Shred Day! April 25th at 8260 College Parkway, Fort Myers, FL –…

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Matthew J. Ruttenberg nominated for Top 50 Plan Advisors Under 40!

CWA’s very own Matthew Ruttenberg has been nominated for the “Top 50 under 40” up and coming 401k plan…

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Charitable Giving, a powerful estate planning vehicle

Approximately 70% of Americans make charitable contributions during the year.  Most of the contributions are done in the…

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