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 helps you with the goals most important to you and your family? Do your plans and dreams include travel? Retirement? 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. We specialize in financial planning for women and families with $250,000 or more of investable assets. Call us to arrange an initial 30-minute consultation, with no obligation or cost to you. We consider every family and financial situation unique. We 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™, heads up an experienced team, including Christina Ubl CERTIFIED FINANCIAL PLANNER™ and a dedicated support staff. The firm has been in business since 1980. Collectively, Heidi and Christina manage more than $145 million in assets through LPL Financial. We develop customized strategies for personal, business, estate and charitable financial needs. Services include objective investment advice, fee-based asset management; through LPL Financial, retirement planning, estate planning, family wealth transfers, coordination of philanthropic goals and wealth management.
As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, has additional disclosure requirements and can provide discretionary or nondiscretionary services.
Clute Wealth Management adheres to the following code of ethics:
Paladin Code of Ethics
Paladin Registry - FADD Certified
Clute Wealth Management is a member of the
Women Business Owners Network
