Clute Wealth Management is a firm whose independent advisors provide 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. Financial planning, 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.
View Top Employees from Clute Wealth ManagementWebsite | https://www.clutewealthmanagement.com/ |
Revenue | $1 million |
Employees | 6 (6 on RocketReach) |
Founded | 1984 |
Address | 152 Tom Miller Road, Plattsburgh, New York 12901, US |
Phone | (518) 561-5707 |
Fax | (518) 561-5809 |
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Industry | Financial Services, Business Services General, Objective Investment Advice, Business Services, Fee-Based Asset Management, Customized Strategies For Personal, Business, Estate And Charita, Retirement Planning, Estate Planning, Family Wealth Transfers |
Web Rank | 23 Million |
Keywords | Drawdown Investment Advisory Services |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
Looking for a particular Clute Wealth Management employee's phone or email?
The Clute Wealth Management annual revenue was $1 million in 2024.
Christina Ubl is the Partner of Clute Wealth Management.
6 people are employed at Clute Wealth Management.
Clute Wealth Management is based in Plattsburgh, New York.
The NAICS codes for Clute Wealth Management are [5611, 56, 561110, 56111, 561].
The SIC codes for Clute Wealth Management are [874, 87].