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.
Are you prepared for the coming year to take care of yourself and your family? Your annual physical, health screenings, and dental checkups are scheduled. Isn’t it time to schedule Your Financial Health Checkup? Make time at least once a year to get your finances in order.
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.