Adam W. Robert, CFP^®

Clute Wealth Management

152 Tom Miller Rd
Plattsburgh, NY 12901-6425

+ 1 More Location

Clute Wealth Management

1233 Shelburne Rd, Ste 202
South Burlington, VT 05403-7733

FINANCIAL ADVISOR'S WEBSITE

www.clutewealthmanagement.com

(518) 561-5707

+1 More Number

(802) 864-5707

CONNECT WITH Adam

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Adam Robert is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clute Wealth Management in Plattsburgh, NY and the surrounding communities.

Financial Advisor Overview

Adam W. Robert, a CERTIFIED FINANCIAL PLANNER™ professional, and co-owner of Clute Wealth Management, works with the firm’s clients on financial planning, determining risk metrics, discussing market trends, portfolio construction, and investment management. He especially enjoys working with young families and professionals to help them tackle the numbers side of the process to pursue their life goals. Whether a plan includes starting/growing a business, saving for retirement, or helping kids pay for college – a strategy can be crafted to help plan for the future. Clute Wealth Management is an independent firm and Registered Investment Advisor that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. They develop customized strategies 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, and coordination of philanthropic goals. For a list of states in which I am registered to do business, please visit www.clutewealthmanagement.com.

Financial Advisor Experience

Adam W. Robert, a CERTIFIED FINANCIAL PLANNER™ professional, and the team at Clute Wealth Management (CWM) design investment portfolios, and work with the firm’s clients to help them develop financial strategies. Adam joined Clute Wealth Management (CWM) in 2010 after graduating from St. Lawrence University in 2009 with a BA in Economics. He has continued his education each year to earn his Series 7 and 66 licenses with LPL Financial, as well as the Accredited Portfolio Management Advisor™ or APMA® designation, and CERTIFIED FINANCIAL PLANNER™ or CFP® certification. Adam serves on the Board of Directors for the North Country Center for Independence, which advocates and provides services for people with disabilities. He is also a Rotarian with the Plattsburgh Sunrise Rotary, working on various local and international projects, with a focus on developing and improving programs for youth.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - APMA

Insurance Licenses

Life insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member SIPC (www.SIPC.org).

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Insurance, Job Loss, Life Planning, Retirement, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households