Max Cluer
Wealth Advisor
Max Cluer is a Wealth Advisor at Vintage Wealth Advisors, where he oversees trade execution for the firm and supports clients across portfolio management, cash management, and investment research.
Raised in the Napa Valley, Max brings a firsthand understanding of the families, vintners, and business owners who make up the valley.
Before joining Vintage Wealth Advisors in 2026, Max founded Top Hat Wine Tours, a luxury hospitality company in the Napa Valley.
Education: Max holds his Series 7, Series 63, Series 65 through LPL and his California Life & Health Insurance License #4547014
Interests: Outside the office, Max enjoys watching football, playing tennis, and training at the gym.