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Owners Heidi Clute, Christina Ubl, and Adam Robert head up an experienced team and dedicated support staff. Clute Wealth Management develops customized strategies for personal, business, estate and charitable financial needs.


 

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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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