CWA Wealth & Planning Blog

Frank Conte Named Growth Specialist Award Recipient

October 20, 2015  |  by MaryAnne T. Nguyen

Frank A. Conte, CLU, ChFC, and Founding Partner of Conte Wealth Advisors has been named the 2015 Growth…

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CWA Finalist for Business of the Year Award

August 17, 2015  |  by MaryAnne T. Nguyen

Conte Wealth Advisors has been selected as a finalist for the “Business of the Year 1-50 Employees” award…

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DAVID A. LANGAN, RICP® JOINS CONTE WEALTH ADVISORS

August 3, 2015  |  by MaryAnne Nguyen

Conte Wealth Advisors is pleased to welcome David A. Langan, RICP® to the Camp Hill based firm. With…

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CWA Awarded Harrisburg Magazine’s Readers’ Choice 2015

August 3, 2015  |  by MaryAnne Nguyen

Conte Wealth Advisors has been awarded 2015 Harrisburg Magazine Readers’ Choice as Financial Planner, Estate Planner, and Stockbroker. …

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Joe Henriques, CFP®, AIF® Awarded Central PA’s Forty under 40

July 23, 2015  |  by MaryAnne Nguyen

Camp Hill, PA – Joe Henriques, CFP®, AIF®, Managing Director of Wealth Strategies with Conte Wealth Advisors has…

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ALI BACH, CFP® Named Finalist for Luminary Award

July 23, 2015  |  by MaryAnne Nguyen

Camp Hill, PA – Ali Bach, CFP® and Financial Advisor for Conte Wealth Advisors, has been nominated for…

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Matthew J. Ruttenberg named Top Retirement Plan Advisor under 40

July 23, 2015  |  by MaryAnne Nguyen

Fort Myers, FL – Matthew J. Ruttenberg, an independent financial advisor with Cambridge Investment Research, Inc. (Cambridge) of…

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2015 FREE Community Shred Day

April 21, 2015  |  by MaryAnne T. Nguyen

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!

April 6, 2015  |  by MaryAnne Nguyen

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

February 24, 2015  |  by James H. Mitchell, CLU, ChFC

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

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