Conte Wealth Advisors

Conte Wealth Advisors Conte Wealth Advisors, LLC is an Independent Financial Services Firm

At Conte Wealth Advisors, LLC (CWA) we provide 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 cl

ients, 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, We work 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.

Most people wait until year-end to think about their finances.But by December, many of the best opportunities to adjust,...
06/02/2026

Most people wait until year-end to think about their finances.

But by December, many of the best opportunities to adjust, rebalance, contribute, or plan ahead may already be limited.

Mid-year is a smart time to pause and ask:

Are my goals still current?
Has my income, spending, or family situation changed?
Do I need to revisit my investments, savings, or retirement plan?

The second half of the year starts now.

Mid-year starts now.

Today we pause and remember.For those who gave everything.For the families who still feel the loss.We honor you. We are ...
05/25/2026

Today we pause and remember.

For those who gave everything.
For the families who still feel the loss.

We honor you. We are grateful. 🇺🇸

— The CWA Team

Market volatility can feel uncomfortable — but discomfort and danger are not the same thing.Short-term market swings are...
05/22/2026

Market volatility can feel uncomfortable — but discomfort and danger are not the same thing.
Short-term market swings are a normal part of investing. While headlines often focus on uncertainty, long-term investors understand that volatility has always been part of the journey.
The real risk is often making emotional decisions without a plan.
A thoughtful investment strategy is designed to navigate changing markets, helping investors stay focused on long-term goals instead of short-term noise.
In our latest blog, we explore why market volatility is normal, what history can teach us, and how preparation matters more than prediction.
Read more below. ⬇️
https://www.contewealth.com/blog/market-volatility-is-normal/

📢 Office Closure for Memorial DayIn observance of Memorial Day, our office will be closed on Friday, May 22nd, and will ...
05/21/2026

📢 Office Closure for Memorial Day

In observance of Memorial Day, our office will be closed on Friday, May 22nd, and will reopen on Tuesday, May 26th for normal business hours.

We wish everyone a safe and meaningful holiday as we honor those who served.

Harrisburg, we have a favor to ask. You've shown up for us 14 years in a row. And because of you, Conte Wealth Advisors ...
05/21/2026

Harrisburg, we have a favor to ask.

You've shown up for us 14 years in a row. And because of you, Conte Wealth Advisors has been recognized as Simply the Best Financial Planning Company year after year.

This year, we're back on the ballot. And we'd love to make it 15.

Voting is free. It takes 2 minutes. And it's your chance to be part of something our whole community can be proud of.

14 years. One trusted name. Let's do it again.

👉 Vote now at at stbvote.com/2026 > Financial & Legal Services > Financial Planning Company (2+ Locations)

Two years of leadership and support! 🎊 Congrats to Luke Frantz on his 2nd anniversary.. Your hard work and positive impa...
05/20/2026

Two years of leadership and support! 🎊 Congrats to Luke Frantz on his 2nd anniversary.. Your hard work and positive impact on both clients and teammates truly make a difference. Here’s to many more!

People don't hand over trust easily. Especially when it comes to the things they've spent a lifetime building. For 14 ye...
05/15/2026

People don't hand over trust easily.

Especially when it comes to the things they've spent a lifetime building.

For 14 years, families across Central Pennsylvania have trusted Conte Wealth Advisors with retirement plans, estate strategies, and the financial decisions that shape what gets passed down to the next generation.

That trust is why we're here.

Harrisburg Magazine has nominated us for the 2026 Simply the Best Financial Planning Company.

👉 Vote at stbvote.com/2026 > Financial & Legal Services > Financial Planning Company (2+ Locations)

🎊 Happy 2‑Year Anniversary, Jeff Pascoe! Thank you for your hard work, dedication, and commitment to helping clients ach...
05/15/2026

🎊 Happy 2‑Year Anniversary, Jeff Pascoe! Thank you for your hard work, dedication, and commitment to helping clients achieve their financial goals.

Conservative. Moderate. Aggressive.Do you actually know which one you are?(Most people guess.)Here's the truth: most wom...
05/14/2026

Conservative. Moderate. Aggressive.
Do you actually know which one you are?
(Most people guess.)
Here's the truth: most women have been handed a 6-question quiz once, told "you're moderate," and never thought about it again.
That's not a risk profile. That's a label.
Your real risk profile changes with your life. A new baby. A divorce. An inheritance. A career pivot. Retirement coming into view.
Each of those moments shifts what you can afford to risk — emotionally and mathematically.
Here's what the three actually look like in plain English:
Conservative — You sleep better when your money is steady, even if it grows slowly.
Moderate — You can stomach some movement, as long as you understand why it's happening.
Aggressive — You're playing the long game and you're okay watching the short-term squiggles.
If it's been more than three years since you've actually talked through this with someone, it's worth a 30-minute conversation. We'll walk through what your real profile is — not the one a quiz gave you in 2018.

Do you actually know what your business is worth?Most owners guess.And then they build a retirement plan around that gue...
05/12/2026

Do you actually know what your business is worth?
Most owners guess.
And then they build a retirement plan around that guess — usually for 20 or 30 years — without ever testing whether the number is real.
Here's the part nobody tells you about owner-led retirement:
For most business owners, the business IS the retirement plan.
The savings account, the 401(k), the IRA — those are the side dishes. The real meal is the day someone hands you a check for the thing you spent your life building.
If you don't know what that check is going to be, you don't have a retirement plan.
You have a retirement hope.
The owners we work with usually find one of three things when we run a real valuation:

The business is worth more than they thought — and they could retire 5 years earlier than planned.
The business is worth less than they thought — and they need to start building outside savings now.
The business is worth what they thought, but they can't actually sell it the way they assumed.
Any of those answers changes everything about how you plan the next 10 years.
If you've been telling yourself "I'll figure out the sale when I get there" — that's the part to fix first.

Address

2009 Market Street
Camp Hill, PA
17011

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

Telephone

+17179758800

Website

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