Nate Cloutier

About Nate Cloutier

All too often, I see other advisors who do not live up to the fiduciary standard, making decisions more likely to benefit themselves than their clients. By doing the right thing, our firm has been able to measure success not only in results, but more importantly in the long-standing relationships that we develop with our clients-SilverLake is a locally owned, independent advisory firm that offers a team approach to advising. This unique and value-added approach enables clients to tap into the disciplined minds of multiple registered investment advisors and financial professionals on staff -The firm’s 200 years of combined experience helps guide our clients w/ transparent, objective, and holistic advice -As a fiduciary, I focus on people and process, not products. My non-transactional approach allows me to focus on the needs of the client, providing consistent communication and top-notch service, and developing an on-going financial planning process that evolves as life unfolds -As an independent firm, who is beholden to no vendor nor products, we eliminate conflicts of interest and focus on our client’s entire financial picture. This independence allows us to analyze a portfolio and objectively create an efficient investment strategy that hones in on a client’s total returns. This process can help uncover opportunities that can potentially lead to substantial savings, with the goal of achieving higher annual returns and future investment values As a native Vermonter who successfully managed and operated one of VT’s most high-profile and community-oriented local businesses (VT Lake Monsters), I know the importance of hard work and fostering strong relationships. Over the past two decades, my ability to listen and learn has enabled me to develop deep roots in the community and a reputation that I am proud of. CLICK HERE TO BOOK A MEETING WITH ME: https://bit.ly/3oD8j73 - Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Investment advice offered through SilverLake Wealth Management LLC, a registered investment advisor. Third party posts found on this profile do not reflect the views of SilverLake Wealth Management and have not been reviewed by SilverLake Wealth Management as to accuracy or completeness. For a list of states in which I am registered to do business please visit Other important disclaimers can be found at https://loom.ly/u8yMYyM

Experience

1. VP Business Development, and Financial Advisor

   Silverlake Wealth Management

   Sep 2020 — Present · Burlington, VT, US

   Independent investment firm offering objective investment advice. Client accounts are held at Fidelity and Schwab. Investment advice offered through SilverLake Wealth Management LLC, a registered investment advisor.

Education

• The University of Queensland

  Semester Studying Abroad

  2000 — 2000

• University of Vermont

  Bachelor of Science, Self-Designed Major with Advertising - College of Agriculture and Life Sciences

  1998 — 2002