Clute Wealth Management

Clute Wealth Management is an independent financial advisory firm that has been serving the Champlain Valley region of New York and Vermont since 1984. Our team of experienced professionals, led by CERTIFIED FINANCIAL PLANNER professionals Christina Ubl, Adam Robert, and Heidi Clute, provide customized financial planning and investment management services to individuals and small businesses.

Our Approach

At Clute Wealth Management, we believe that financial planning is a personal and unique journey. That's why we take the time to get to know you and your financial situation, goals, and aspirations. Our experienced financial advisors work closely with clients to develop customized financial plans that address their specific needs and concerns. We believe that financial planning is not just about numbers and investments, but about helping our clients achieve their goals and live their lives to the fullest.

Services

We offer a wide range of services, including:

Financial Planning: Our financial planners work closely with clients to assess their financial situation, set goals, and create a plan to achieve those goals.

Investment Management: Our investment professionals work with clients to develop investment strategies that align with their goals and risk tolerance.

Money and You: We offer educational resources and tools to help clients make informed financial decisions and manage their money effectively.

Financial Toolkits: Our financial toolkits provide downloadable templates and checklists to help clients track their spending, budget, and financial progress.

Financial Strategies for Women in Transition: We offer specialized financial planning services to women in transition, providing guidance on financial independence, career development, and more.

Why Choose Us

At Clute Wealth Management, we pride ourselves on our commitment to excellence, honesty, and transparency. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and live their best lives. We believe that financial planning is a collaborative process that requires trust, communication, and a deep understanding of our clients' unique circumstances.

Our Team

Our team of financial professionals is dedicated to providing exceptional service and expertise to our clients. Below are some of the key members of our team:

• Christina Ubl, CDFA, CFBA
• Adam Robert, APMA
• Heidi Clute, CFBA, CDFA

About Our Firm

Clute Wealth Management is an independent firm that provides financial planning and investment management services to individuals and small businesses. We are committed to excellence, honesty, and transparency in all our interactions with clients and stakeholders.