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Heidi Clute, Christina Ubl and the Clute Wealth Management team

Welcome

Clute Wealth Management is an independent firm and Registered Investment Advisor (RIA) that provides strategic financial and investment planning in the Champlain Valley region of New York and Vermont. We specialize in financial planning for women and families with $250,000 or more of investable assets.

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Talking with Your Kids About Money: While everyone has different views about money, it’s important to have “money talks” with your kids about the basic concepts at an early age. You don’t want these conversations to be heavy-handed, but aim for brief observations. Discuss with your children the choices you make with your money.

Women in Transition

Women in Transition

If you’re facing new life challenges — a successful owner or manager of a rapidly growing business, someone with a recent inheritance or perhaps recently widowed, divorced, married, or about to be, or diagnosed or dealing with illness — then you’re a woman in transition, and you have special financial needs.

Clute Wealth Management Financial toolkit

Financial Toolkit

Become financially prepared for the future by exploring and using our toolkit. We have provided downloadable spending, budget, and balance sheets for you to use, checklists to help you maintain key records and data, and links to valuable financial and educational resources all in one place.