FINANCIAL TOOLKITS

About Us

Clute Wealth Management is an independent firm whose advisors provide strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Owners Christina Ubl CDFA®, Adam Robert APMA®, and founder Heidi Clute are CERTIFIED FINANCIAL PLANNER™ professionals who head up a dedicated and experienced team.

The Firm

The firm was founded in 1984. Clute Wealth Management develops customized strategies for personal, business, estate, and charitable financial needs. Services include independent investment advice, fee-based asset management through LPL Financial, retirement planning, estate planning strategies, family wealth transfers, coordination of philanthropic goals, and wealth management.

As an independent firm offering services through LPL Financial, a Registered Investment Advisor, Clute Wealth Management acts in a fiduciary capacity, has additional disclosure requirements, and can provide discretionary or nondiscretionary services.

The Clute Wealth Management Team

Christina Ubl, Adam Robert, and Heidi Clute have assembled a team of financial consultants and assistants to work with their clients and help them carry a special level of expertise, personal attention, and friendly service throughout the organization.

CWM Professional Relationships & Certifications

Clute Wealth Management adheres to the following code of ethics:

Code of Ethics & Professional Responsibility

Clute Wealth Management is a member of the
Women Business Owners Network

The entities shown above and listed on this page are not affiliated with LPL Financial.