Burlington, VT
The firm has been in business since 1984. Clute Wealth Management develops customized strategies for personal, business, estate and charitable financial needs. Services include objective investment advice, fee-based asset management through LPL Financial, retirement planning, estate planning strategies, family wealth transfers, coordination of philanthropic goals and wealth management. As a Registered Investment Advisor, Clute Wealth Management acts in a fiduciary capacity, has additional disclosure requirements and can provide discretionary or nondiscretionary services.
Services Provided
Senior Financial Advisors
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