Anthony Conte and Joe Henriques of Conte Wealth
Advisors, LLC in partnership with AmeriChoice Federal Credit Union are pleased to
announce their ability to offer financial planning and wealth management services
Conte Wealth Advisors, LLC, is a third-generation, independent, family-owned financial
services firm located in Camp Hill, Pennsylvania. With over 50 years of combined
experience in the field, our client base stretches across the United States while
our knowledge base runs deep.
Anthony Conte is Portfolio Manager and a Managing Partner with Conte Wealth Advisors,
LLC. He has been awarded the Master of Science in Financial Services degree from
Saint Joseph’s University’s Haub School of Business, and he has been awarded the
CERTIFIED FINANCIAL PLANNER™ certification. In an effort to give back to the community,
Anthony is active on a number of local nonprofit boards, and he has recently been
recognized by The Central Pennsylvania Business Journal as one of the Top Wealth
Managers in Central Pennsylvania for 2011 and 2012.
Joe Henriques is a fully licensed financial advisor with Conte Wealth Advisors,
LLC. He has earned the Accredited Investment Fiduciary (AIF®) designation. The AIF®
program provides designees the knowledge needed to implement a prudent process in
their own investment practices as well as the ability to assist others in implementing
proper policies and procedures according to fiduciary standards.
Conte Wealth Advisors, LLC focuses on serving the community through participation
and support of many local nonprofit organizations (including Harrisburg Area Community
College, Hampden Township Fire Company, Concertante Chamber Players, Leadership
Harrisburg Area, and Rotary Club among others) as well as furthering our own education
in order to best serve our clients.
Just a few of the various awards Conte Wealth Advisors, LLC has won are Simply The
Best Financial Planners and Simply The Best Estate Planners (both from Harrisburg
Magazine)* as well as one of 2011’s Top Wealth Management Firms (from The Central
Pennsylvania Business Journal)**.
Give back to your community: work with AmeriChoice and Conte Wealth Advisors, LLC.
Below is a list of just some of the services that Conte Wealth Advisors, LLC offer:
- 401(k)/Pension Rollovers
- Long-Term Care Insurance
- Portfolio/Investment Review
- Educational IRA
- Retirement Planning
- Fee-Based Asset Management
- Life Insurance
- Tax-Advantaged Investing
- Financial/Estate Planning
Please do not hesitate to Anthony Conte or Joe Henriques, for a complimentary portfolio
Conte Wealth Advisors, LLC
2009 Market Street
Camp Hill, PA 17011
Phone: (717) 975-8800