Conte Wealth Advisors, LLC Employee Directory
Financial ServicesPennsylvania, United States11-50 Employees
Conte Wealth Advisors, LLC provides planning and wealth management services through a team of independent professionals in the financial services industry. The firm emphasizes a long-standing, multi-generational practice with more than 150 years of collective experience, serving clients and their families across generations. Its services include evaluating corporate retirement plans like 401(k)s, supporting employee investment needs, and advising self-employed individuals and affluent clients, with a team-based approach to capture opportunities. As independent advisors, they rely on a network of investment firms and insurance providers to tailor strategies that meet client goals and periodically revisit plans for suitability and cost-effectiveness. The firm is based in Camp Hill, Pennsylvania, operating in the financial services sector and serving a range of clients from self-employed individuals to those with substantial wealth. In August 2022, Conte Wealth Advisors added Scott Wray as a financial advisor, reflecting ongoing expansion of its advisory team.