About Us

Clute Wealth Management team

Clute Wealth Management team

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. Owners Heidi Clute, Christina Ubl CDFA®, and Adam Robert APMA® are CERTIFIED FINANCIAL PLANNER™ professionals that head up a dedicated and experienced team.

The Firm

The firm has been in business since 1984. Clute Wealth Management develops 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 strategies, family wealth transfers, coordination of philanthropic goals and wealth management.

As a Registered Investment Advisor, Clute Wealth Management acts in a fiduciary capacity, has additional disclosure requirements and can provide discretionary or nondiscretionary services.

The Clute Wealth Management Team

Heidi Clute, Christina Ubl and Adam Robert have assembled a team of financial consultants and assistants to work with their clients and help them carry a special level of expertise, personal attention and friendly service throughout the organization.

CWM Professional Relationships & Certifications

Clute Wealth Management adheres to the following code of ethics:

CFP Board
Code of Ethics & Professional Responsibility

Women Business Owners Network
Clute Wealth Management is a member of the
Women Business Owners Network

The entities shown above and listed on this page are not affiliated with LPL Financial.
 1-05259089  3/23/22 | 1-05193956 | team photo 386458-1 11/14/22

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Clute Wealth Management

Financial Strategies for Women in Transition®

 

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Plattsburgh, NY Office:

152 Tom Miller Road
Plattsburgh, NY 12901
Tel. (518) 561-5707 
Fax (518) 561-5809

South Burlington, VT Office:

1233 Shelburne Rd. Suite 202
South Burlington, VT 05403
Tel. (802) 864-5707
Fax (802) 864-7007

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State securities laws require that your investment professional be registered in the state in which you are a resident. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DE, FL, GA, HI, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA SIPC. Financial Planning offered through Clute Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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