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sailboat on lake champlain between Plattsburgh New York and Burlington Vermont

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.

current artilces

Current Article

Now that you’ve reached your 70s, you may need to pay more attention to your financial plans because there are myriad opportunities – and risks – than ever before. Here are seven tips to help make sure you’re well prepared for your 70s and beyond. 7 Tips for Financial Planning in Your 70s

Financial Strategies for 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.