FINANCIAL TOOLKITS
Adam Robert
As co-owner and a CERTIFIED FINANCIAL PLANNER™ professional, Adam and the team at Clute Wealth Management (CWM) design investment portfolios, and work with the firm’s clients to help them develop financial strategies.
Adam W. Robert joined Clute Wealth Management (CWM) 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.
As co-owner, Adam works with the firm’s clients on financial planning, determining risk metrics, discussing market trends, portfolio construction, and investment management. He especially enjoys working with young families and professionals to help them tackle the numbers side of the process to pursue their life goals. Whether a plan includes starting/growing a business, saving for retirement, or helping kids pay for college – a strategy can be crafted to help plan for the future.
Adam resides in Chazy, NY with his wife, Katie, and two daughters, Emma and Audrey. He is an outdoor enthusiast, tinkerer, golfer, and can be found most evenings and weekends coaching his daughters’ hockey teams during the colder months. Adam serves on the Board of Directors for the North Country Center for Independence, which advocates and provides services for people with disabilities. He is also a Rotarian with the Plattsburgh Sunrise Rotary, working on various local and international projects, with a focus on developing and improving programs for youth.
Check the background of this inves tment professional on FINRA BrokerCheck
Specialties
Financial Planning Services: Retirement, College, Estate, Charitable, Personal, Insurance Needs, Investment Services: Strategy development, Asset Allocation, Money manager selection, Asset management, Tax efficient strategies.