Clute Wealth Management

Clute Wealth Management Our advisors provide strategic financial and investment planning for individuals and small businesses (www.finra.org, www.sipc.org).

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. Securities and advisory servi

ces offered through LPL Financial, a registered investment advisor, Member FINRA SIPC. Third party posts found in this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business please visit www.clutewealthmanagement.com.

June of each year celebrates Pride month. Celebrating the value of inclusion and the strength that comes from embracing ...
06/01/2026

June of each year celebrates Pride month. Celebrating the value of inclusion and the strength that comes from embracing our differences. Building welcoming communities starts with kindness, respect, and ensuring every person has the opportunity to thrive as their authentic self!

More and more of our lives involve being online or digital assets. Protecting yourself against fraud and scams is an imp...
05/29/2026

More and more of our lives involve being online or digital assets. Protecting yourself against fraud and scams is an important part of your financial health.

You’ve worked hard to build your savings, your reputation, and your independence. Make sure to protect yourself from those out there who might be trying to take it.

Transitioning a business to new ownership requires thoughtful planning ahead of time if you want to avoid "worst case sc...
05/27/2026

Transitioning a business to new ownership requires thoughtful planning ahead of time if you want to avoid "worst case scenarios". If you're one of the 6 million small businesses expected to go through an ownership transition by 2035, it's never too early to start your plan.

Small and medium-size businesses employ nearly 46% of Americans and there are 6 million small businesses expected to go through an ownership transition by 2035.

As we gather with friends, family, and community to celebrate, we take pause to honor those who made the ultimate sacrif...
05/25/2026

As we gather with friends, family, and community to celebrate, we take pause to honor those who made the ultimate sacrifice in defending our country. Thank you.

There is a rising trend of trinket fads, like a Labubu or a Jellycat(but it's not all new, who can forget Beanie Babies?...
05/22/2026

There is a rising trend of trinket fads, like a Labubu or a Jellycat(but it's not all new, who can forget Beanie Babies?), that may be making an impact on your wallet. It's fun to collect and take part in the trend, but don't let it throw your finances out of whack.

Tiny trinkets can spark joy and connection — but they may come with tradeoffs.

Today marks the 15th Global Accessibility Awareness Day (GAAD), recognizing the importance of digital access and inclusi...
05/21/2026

Today marks the 15th Global Accessibility Awareness Day (GAAD), recognizing the importance of digital access and inclusion when much of our lives are online these days. See tips and suggestions for implementing more digital accessibility:

On the 3rd Thursday of May, we encourage designers, developers, usability professionals, and everyone else to take an hour to experience first-hand the impact of digital accessibility (or lack thereof).

If your goal is increase your life expectancy, many new supplements and boutique clinics have emerged boasting major ben...
05/20/2026

If your goal is increase your life expectancy, many new supplements and boutique clinics have emerged boasting major benefits, but only if you are willing to pay. The rise in the longevity and wellness industries show that people are willing to pay more for their health than ever before.

The desire to live longer and healthier lives has spawned a growth in services and supplements. So what works best?

You just put in hard work to pay off one of your credit cards. It's fair to be upset when you see that it somehow negati...
05/18/2026

You just put in hard work to pay off one of your credit cards. It's fair to be upset when you see that it somehow negatively affects your credit score! It doesn't seem intuitive, but it's a common outcome in this scenario. Here's some tips that might help prevent it.

Understand the unexpected drop and how to safeguard your score after paying off debt.

With the rising cost in oil, inflation, and more drastic temperatures, the price of utilities this summer is projected t...
05/15/2026

With the rising cost in oil, inflation, and more drastic temperatures, the price of utilities this summer is projected to be high. These tips might help keep you from overpaying this summer.

The average bill is forecast to rise 8.5 percent. There are simple ways to make sure you’re not overpaying, like getting your air-conditioning checked.

Rising property taxes seem to be affecting nearly everyone across the country, although some states are feeling it a lot...
05/13/2026

Rising property taxes seem to be affecting nearly everyone across the country, although some states are feeling it a lot more than others. These tips might help you find some relief or reduce what you owe this year.

The average bill rose 3 percent last year, in part because of higher tax rates. There are ways to try to reduce what you owe, experts say.

Address

152 Tom Miller Road
Plattsburgh, NY
12901

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18775615707

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