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My journey and Cloutier Wealth put in the national spotlight.

  • Writer: Nate Cloutier
    Nate Cloutier
  • Jul 8, 2024
  • 1 min read

Updated: Nov 20


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Back in December, I went out on my own because I wanted to build something special with Cloutier Wealth Management. It’s only been seven months, but early on I knew it was the best business decision I’ve ever made.

 

In that time, my unique approach to wealth management caught the eye of the firm's custodian, LPL Financial, and I was asked to be a part of a panel and speak at LPL’s annual conference in San Diego. Unfortunately, I am unable to attend, but was recently featured in a blog post that was published on their website and on their social media.

 

It feels great to be recognized and given the opportunity to tell my story, so I thought I would share it with you: A Leap of Faith: Advisor Nate Cloutier’s Journey from Pro Sports to Fee-Only RIA

 

If you’d like to learn more about my client-focused approach to wealth management, you can visit my website (www.cloutierwealth.com) or perhaps we can find some time to chat.

 

Regardless, I hope all is well and you had a wonderful Fourth of July weekend!

 
 
 

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