Adam W. Robert joined Clute Wealth Management (CWM) in 2010 after graduating from St. Lawrence University in 2009 with a BA in Economics. He has continued his education each year to earn his Series 7 and 66 licenses with LPL Financial, as well as the Accredited Portfolio Management Advisor™ or APMA® designation, and CERTIFIED FINANCIAL PLANNER™ or CFP® certification. Adam became a partner in the firm in December 2021.
As a partner, Adam works with the firm’s clients on financial planning, determining risk metrics, discussing market trends, portfolio construction, and investment management. He especially enjoys working with young families and professionals to help them tackle the numbers side of the process to pursue their life goals.
Adam resides in Chazy, NY with his wife, Katie, and two daughters, Emma and Audrey. He is an outdoor enthusiast, enjoys playing hockey and golf, and can be found tinkering with various projects on most nights. Adam is also a Rotarian and member of the Adirondack Young Professionals.
Check the background of this investment professional on FINRA BrokerCheck
Financial Planning Services: Retirement, College, Estate, Charitable, Personal, Insurance Needs, Investment Services: Strategy development, Asset Allocation, Money manager selection, Asset management, Tax efficient strategies.
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