Clute Wealth Management is a financial planning and investment management firm serving individuals and families from offices in Plattsburgh, New York, and South Burlington, Vermont. Its focus, reflected in the phrase “Financial Strategies for Women in Transition,” is helping women and their loved ones make informed financial decisions as their needs and circumstances change. The firm also works with retirees, families, young professionals, and business owners.

Clute Wealth Management offers financial planning, investment management, and guidance through its stated approach to helping clients chart their own course. Its website provides educational resources to support financial decision-making, including articles, videos, a glossary, and information about selecting an advisor and professional designations. Downloadable financial toolkits include spending, budget, and balance sheets, recordkeeping checklists, and links to additional financial and educational resources.

The firm identifies team members and provides contact details for both office locations. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC.