Adam Robert, Cfp® Apma® Email & Phone Number

Adam W. Robert 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 became a partner in the firm in December 2021.As a partner, Adam 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.Adam resides in Chazy, NY with his wife, Katie, and two daughters, Emma and Audrey. He is an outdoor enthusiast, enjoys playing hockey and golf, and can be found tinkering with various projects on most nights. Adam is also a Rotarian and member of the Adirondack Young Professionals.For a list of states in which I am are registered to do business, please visit www.clutewealthmanagement.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA/SIPC, please refer to the contact section above.

Listed skills include Retirement Planning, Estate Planning, College Planning, Personal Financial Planning, and 4 others.

• 

  Partner

  Clute Wealth Management

  Jan 2010 - Present - Plattsburgh, New York

  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.