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My journey to join LPL Financial

We are stronger together than we are apart.

Client Experience

As a fiduciary, it’s my ethical and legal duty to keep your best interests in mind at all times.

Process & Approach

There is a saying that “wealth is relative,” because we all want and need different things, but the way I see it, the process of building and protecting wealth is something that we control. 

Service + Solutions

My consultative approach aims to help people solve complex problems with easy-to-understand solutions. By organizing, simplifying, and optimizing the financial lives of busy individuals and households, together we can work towards maximizing their financial goals.

What’s on your mind and how can I help?

Cloutier Wealth Management

222 Mountain View Drive

Georgia, Vermont 05478

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Call: 802.839.0900

Text: 802.505.6660

Email: nate@cloutierwealth.com 

 

Office Hours:

Monday - Friday

8:30 AM - 4:30 PM

 

Meeting by appointment only

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Call: 802.839.0900 | Text: 802.505.6660 | nate@cloutierwealth.com

 LPL Financial Form CRS

Advisory services offered through LPL Financial, a registered investment advisor and separate entity from Cloutier Wealth Management.

The LPL Financial representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

No offers may be made or accepted from any resident of any other state.

©2024 by Cloutier Wealth Management

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