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.
Four signs it’s time for a second opinion now.
How to know you need to talk with a different financial advisor. A fresh perspective can make all the difference for your financial health and confidence. Here are a few good reasons to schedule an appointment with a different advisor. -read more-
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.
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.