Clute Wealth Management is pleased to announce that long-time team member and advisor, Adam W. Robert, has become a partner in the firm. Adam has spent the last decade (and more) helping our clients pursue their goals and helping our firm grow and thrive.
We are delighted to have another dedicated professional at CWM to give you peace of mind - knowing that we have a continuity plan allowing us to serve you long into the future.
“I’m excited about this next chapter in my career at Clute Wealth Management,” said Adam. “I’ve loved the twelve years I’ve spent at CWM, and I’m proud of the work we do with our clients. I want to thank all our clients for allowing me to do what I love every day and be a part of your lives – my connections to all of you are the best part of my job and I look forward to doing it for a very long time.”
Adam W. Robert joined Clute Wealth Management 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. While you may not have had the pleasure of meeting or working directly over the years with Adam, he has been working behind the scenes for all of our clients on our team.
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.