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Services + 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.

By taking a proactive and holistic approach to wealth management, my clients benefit from:

  • Having an accountability partner who ensures opportunities are uncovered

    • At home and at work

    • As an employee and employer/owner (if applicable)

    • As an individual and as a household

  • Working with their financial team (CPA and TPA) to find ways to reduce their taxable income and/or find tax-free growth opportunities, while building their retirement savings

Financial Freedom
  • Discover ways to invest excess cash with the goal of maximizing the yield on their hard-earned capital

  • Developing a cohesive plan and investment strategy that looks at their entire financial picture

  • Ultimately, through our financial goal-based planning process, my clients benefit from being able to visualize what their financial future could look like when they stick to the plan
     

With time being your most valuable asset, I’d like to help you take advantage of it. Tell me what your financial issues are and let me strategize possible solutions for them. Click HERE to schedule a meeting with Nate.

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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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