Services

Clute Wealth Management is an independent firm and Registered Investment Advisor (RIA) that provides customized financial strategies for individuals and small businesses in the Champlain Valley region of New York and Vermont.

The most appropriate services for you now are exquisitely dependent on who you are and where you are in your life journey. We pride ourselves on offering a flexible mix of services to meet your needs wherever you are.

Financial Planning

As CERTIFIED FINANCIAL PLANNER™ professionals, Clute Wealth Management financial team members must follow a fiduciary standard that always requires us to act in your best interest  when providing financial advice.

Financial planning is a fluid process. Your financial goals may change over the years due to shifts in your lifestyle or circumstances such as a career change, marriage, house purchase, an inheritance, or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional at Clute Wealth Management, you’re working with someone committed to providing the highest standard of financial planning. Learn more about our financial planning services.

Investment Management

As a Registered Investment Advisor, the Investment Advisor Representatives of Clute Wealth Management have a fiduciary responsibility to their advisory clients, have additional disclosure requirements and can provide discretionary or non-discretionary services.

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.