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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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Current Article

Having a demanding job as a professional that fills your days (and many nights!) can leave little time to consider options. However, It is important to take a moment and consider your future goals.

What are the most important things that you want to work towards now? And what do you want for the future?

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 toolkits

Financial Toolkits

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.