Clute Wealth Management

Clute Wealth Management is an independent firm and Registered Investment Advisor (RIA) that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Clute Wealth Management helps women in transition and their loved ones who find need to manage and face new life challenges. Everyone’s needs and plans are different; Clute Wealth Management focuses on developing a unique plan tailored to fit each client’s goals. Founder Heidi Clute, CERTIFIED FINANCIAL PLANNER™ and her partner Christina Ubl CFP®, CDFA™, head up an experienced team of support staff, dedicated to the highest standards of integrity, objectivity and client service. For a list of states in which we are registered to do business, please visit www.clutewealthmanagement.com. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.