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.

We’re so excited to welcome our summer interns, Sophia Correll, Elliot Horn, Ryan Greenawalt, and Mackenzie Henriques, ...
06/15/2026

We’re so excited to welcome our summer interns, Sophia Correll, Elliot Horn, Ryan Greenawalt, and Mackenzie Henriques, -to the CWA family! We look forward to a wonderful season ahead with this talented group!!

Our Q2 newsletter is here.Inside, we’re looking at the money moves that matter most heading into the second half of 2026...
06/11/2026

Our Q2 newsletter is here.

Inside, we’re looking at the money moves that matter most heading into the second half of 2026, including mid-year planning reminders, common June mistakes, and what the current market environment may mean for your year-end strategy.

This is your reminder that financial planning is not just a December task.

June is a great time to catch small financial issues before they turn into year-end stress.Here are 5 mid-year money mis...
06/09/2026

June is a great time to catch small financial issues before they turn into year-end stress.

Here are 5 mid-year money mistakes to look for:

1. Letting your emergency fund stay depleted
2. Ignoring how market movement may have shifted your allocation
3. Falling behind on retirement contributions
4. Forgetting to review beneficiaries after life changes
5. Waiting until December to think about tax planning

The good news? You don’t have to fix everything at once.

Start with one area, review where you stand, and build from there.

Mid-year is your reset point.
contewealth.com

Quick poll:When did you last review your financial goals?A. This year, on top of itB. Last year, overdueC. Honestly, can...
06/07/2026

Quick poll:

When did you last review your financial goals?

A. This year, on top of it
B. Last year, overdue
C. Honestly, can’t remember
D. Never set formal goals

There’s no wrong answer, but your response may tell you whether it’s time for a mid-year financial check-in.

Comment your letter below.

Congratulations, Andrew Wallace! 🎉Celebrating 6 years with CWA—thank you for your dedication, professionalism, and the p...
06/05/2026

Congratulations, Andrew Wallace! 🎉

Celebrating 6 years with CWA—thank you for your dedication, professionalism, and the positive impact you continue to make as a Financial Advisor. Here’s to your achievements so far and many more years of success ahead!

Markets move. Headlines change. Emotions follow.But reacting too quickly can sometimes create more risk than the market ...
06/04/2026

Markets move. Headlines change. Emotions follow.

But reacting too quickly can sometimes create more risk than the market movement itself.

A mid-year review gives you a chance to look at the bigger picture: your allocation, your timeline, your goals, and whether your current plan still fits where you’re headed.

Before you react, review.

Let’s make sure your plan still matches your future.

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.

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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