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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. Owner Heidi Clute, Certified Financial Planner (CFP®), heads up an experienced team, including Associate Wealth Advisor Christina Ubl, and a dedicated support staff. The firm has been in business since 1980. Collectively, Heidi and Christina manage more than $100 million in assets through LPL Financial. We develop customized solutions for personal, business, estate and charitable financial needs. Services include objective investment advice, fee-based asset management, retirement planning, estate and trust planning, family wealth transfers, coordination of philanthropic goals and comprehensive wealth management. Securities and fee-based asset management are offered through LPL Financial, a Registered Investment Advisor and member FINRA/SIPC. LPL is an independent broker-dealer, and so we do not sell or market proprietary products or securities. As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, have additional disclosure requirements and can provide discretionary or nondiscretionary services. Heidi holds licenses that enable her to deal with securities, mutual funds and certain insurance products, and supervise other licensed professionals.