Thanks for stopping by. We are excited to offer this website as a place where you can come and get ideas about your money. How can you make sure it's working hard for you, and that you meet the goals most important to you and your family? Do your plans and dreams include travel? Retirement security? Your children's education? We can help you with them.
Is your family changing, along with your financial needs? Changes in employment, marital status and health can signal a need to take a fresh look at your financial plan. We're happy to help. Call us to arrange an initial 30-minute consultation, with no obligation or cost to you. My highly qualified staff and I would like to use our nearly three decades of experience to offer you some new ideas for making your money meet your own personal objectives.
Call me if you'd like to come by our office for a chat. We'll make the coffee.
Heidi
(518) 561-5707 (Plattsburgh, NY Office)
(802) 864-5707 (S. Burlington, VT Office)
Or Toll-Free: 1-877-561-5707
Clute Wealth Management is an independent firm and Registered Investment Advisor (RIA) that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Owner Heidi Clute, Certified Financial Planner (CFP®), heads up an experienced team, including Associate Wealth Advisor Christina Ubl, and a dedicated support staff. The firm has been in business since 1980. Collectively, Heidi and Christina manage more than $107 million in assets through LPL Financial. We develop customized solutions for personal, business, estate and charitable financial needs. Services include objective investment advice, fee-based asset management, retirement planning, estate and trust planning, family wealth transfers, coordination of philanthropic goals and wealth management.
Securities and fee-based asset management are offered through LPL Financial, a Registered Investment Advisor and member FINRA/SIPC. LPL is an independent broker-dealer, and so we do not sell or market proprietary products or securities. As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, have additional disclosure requirements and can provide discretionary or nondiscretionary services. Heidi holds licenses that enable her to deal with securities, mutual funds and certain insurance products, and supervise other licensed professionals.
Clute Wealth Management adheres to the following code of ethics: Paladin Code of Ethics
