?? Thanksgiving Closure Announcement ?? Conte Wealth Advisors will be closing at 12:00 p.m. on Wednesday, November 27th and our office will remain closed until Monday, December 2nd. Wishing you and your loved ones a happy and restful holiday! ???
关于我们
Conte Wealth Advisors, LLC (CWA) provides innovative and comprehensive planning strategies and wealth management through its team of independent, knowledgeable professionals. We empower our clients to affect positive and lasting change in their financial, professional, and personal lives. With over 150 years of collective experience, we are proud to be a third-generation firm servicing our clients, their children, and grandchildren. Whether it’s providing a company with a second opinion for their 401(k) plan, providing investment support for their employees, working with the self-employed, or advising the independently wealthy, CWA works as a team to ensure that no opportunity to enhance a client's financial situation is missed. As independent advisors, CWA uses its network of individual investment firms and insurance companies to the greatest benefit of the client. Investment, insurance, and planning strategies are continually revisited and re-evaluated to provide the most suitable and cost-effective plans for our clients. Our mission is to provide you with guidance that can help you understand and better define your financial goals…At CWA, we aim to be What You Need to Feel Secure. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Conte Wealth Advisors are not affiliated. Important disclosures can be found here: https://www.contewealth.com/disclosures/
- 网站
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https://www.contewealth.com
Conte Wealth Advisors, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Camp Hill，PA
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Wealth Management、Estate Planning、Retirement Planning、Employee Benefits、Financial Planning、Investment Planning、Business Planning、Portfolio Growth、Multigenerational Planning、Education Planning和Personal and Asset Protection
地点
Conte Wealth Advisors, LLC员工
动态
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?? Time for a Self-Care Reminder! Self-care goes beyond mental and physical wellness — it includes financial well-being too. Taking care of your finances and protecting your assets is just as important as any other part of your self-care routine. Start checking in on your financial health today. Your future self will thank you. ???
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?? Holistic Care = Physical, Mental, and Financial True self-care means looking after every part of your well-being — and that includes your finances. A strong financial foundation supports your overall health and peace of mind. Let’s create a plan that aligns with all your wellness goals. ??? https://lnkd.in/evfhuuWy
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?? Advisor Suggestion for Financial Self-Care Week ?? Tracking your money is the foundation of financial wellness. Keeping tabs on what’s coming in and going out of your accounts helps you stay on top of your spending, prioritize savings, and identify opportunities to reach your goals faster. At Conte Wealth Advisors, we believe that a clear financial picture empowers better decisions and less stress. Need help getting started? Let’s talk about tools and strategies to take control of your financial future. ?? Your financial health matters. Take the first step today! #FinancialSelfCare #MoneyManagement #WealthWellness #PlanForYourFuture #CWA
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?? Safety First at Conte Wealth Advisors! ?? We're proud to announce that our Camp Hill office is now equipped with a life-saving AED machine, generously provided by The Peyton Walker Foundation. Ensuring the safety of our clients and team members is our top priority, and this addition is part of our commitment to creating a secure environment for all. Join us in raising awareness about heart health and the importance of emergency preparedness! Together, we can make a difference. #HeartHealth #AED #ConteWealthAdvisors #PeytonWalkerFoundation
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Honoring Our Veterans This Veterans Day Today, we express our heartfelt gratitude to all the brave men and women who have served our country. Your ultimate sacrifice and dedication to protecting our freedoms do not go unnoticed. Thank you for your service and commitment. We are forever grateful. #VeteransDay #ThankYouVeterans
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Big News! We are thrilled to announce that the CWA Marketing Team has earned the Gold MarCom Award in the Newsletter Category for Design & Creativity! With a score between 80-89/100, this prestigious honor reflects our team’s ability to exceed industry standards. Judged by leading marketing professionals, only about 21% of entries receive the Gold Award. We couldn’t be prouder of our team’s dedication, creativity, and passion in delivering top-tier content!
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