Where your needs and goals meet our guidance and support
Our team specializes in a family approach to wealth, combining our skills and expertise to deliver outstanding results. At Conti Wealth Partners, you become part of a family that puts your needs first, as you grow, we grow! Together, we strive to create meaningful solutions to wealth initiatives that make a difference.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you and help you define and reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice alongside our dedicated team of specialists that help incorporate;
• Financial Planning
• Investment Management
• Insurance Solutions
• Tax Solutions
• Estate and Trust Services
• Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
MEET YOUR ADVISORY TEAM
Anthony Conti
As a Wealth Advisor, I have the privilege of guiding Individuals and businesses on their wealth journey. My primary focus is to facilitate smart financial decisions and manage complex wealth goals, ensuring a stress-free experience for my clients. Together with my partners, I develop customized wealth management plans and solutions tailored to each clients unique circumstances and aspirations. I currently hold the Chartered Investment Manager designation and have a Major in Sociology with a Minor in Economics. I am also a licensed Insurance advisor with an eagerness to continue my education journey across the breadth of my practice.
Outside of work, I'm a proud father of a beautiful baby girl and have a passion for community outreach with my wife. I enjoy travelling, sports, church and spending quality time with my family
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Raymond James Ltd.
