THE CWA STANDARD

Independence

Each of our licensed professional advisors remains entirely independent and unaffiliated with any particular investment or insurance company. We have the freedom to present specific strategies, regardless of the company developing the product or investment.

Integrity

We uphold an honest, fair and ethical culture. Every one of our financial advisors practices fiduciary responsibility, with many of us holding the Certified Financial Planner designation. This means that we are bound by the CFP Board’s ethical standards to always act in the best interest of our clients.

Commitment

No two clients are alike. No two financial strategies should be either. Our commitment is to work with you to determine your current situation, what you may need in the future, and what you must do to reach your goals.

Service

We strive to treat everyone we work with the way they want to be treated, through reliability, compassion and understanding. We also feel strongly about giving back to the community through our involvement with a wide variety of local charitable organizations.

YOU SEEK

  • Ways to attract and retain top employees
  • Plan design assistance and ERISA support
  • Fiduciary support
  • Improved outcomes for participants
  • Fair and reasonable fees

 

WE PROVIDE

  • Expertise in workplace qualified plan design and management
  • A powerful, retirement-focused practice with 100 years of collective experience
  • Ability to act as the plan fiduciary, 3(38) or co-fiduciary, 3(21)
  • Customized enrollment and participant education, and advisory services

Investment Consulting & Plan Sponsor Impact Points

Conte Wealth Advisors offers a full range of wealth management services that enable us to tailor a plan designed to meet the goals and objectives most important to your business. At the same time, we help you meet your fiduciary responsibility.

Our Investment Consulting Services Include:

  • Co-Fiduciary
  • ERISA 3(21) Investment Advisory Services
  • ERISA 3(38) Investment Management Services
  • Investment Policy Statement
  • Asset Allocation and Diversification Recommendations
  • Specific Investment Recommendations
  • Ongoing Monitoring
  • Quarterly Reporting
  • Annual Fiduciary Review Package
  • Regular In-Person Meetings
  • Processing of Benefit Payments

Plan Sponsor Impact Points:

Investment Options

We guide our clients from the creation of the Investment Policy Statement through the implementation of investment options.

Plan Optimization 

Plans can be built to retain key employees, target increased participation, and encourage greater deferrals. As we learn about your goals for your plan, our advisors will create the plan best suited to yours and your employees’ needs.

Education/Advice

We ensure that your employees are engaged and aware of plan benefits by educating them on risk tolerance, savings strategies, and plan rules and regulations.

PROVIDERS

Once we have established what the goals are for our client’s plan, we will design and present platform options best suited to achieve their desired results. CWA’s Retirement Plan Team will continuously monitor the effectiveness to ensure we are delivering the best solutions possible to meet our client’s needs.

Once a platform has been selected, CWA’s Retirement Plan Team will monitor the effectiveness of the program while simultaneously performing due diligence on other plan providers to ensure our clients are receiving the best solution available.

Existing clientele may access their account by clicking on the appropriate link below, or select Contact Us and your CWA Retirement Plan advisor will contact you directly.

Contact Us

For more information please complete the following and one of our retirement plan experts will contact you directly.

  • This field is for validation purposes and should be left unchanged.