FINANCIAL TOOLKITS
Heidi Clute
Heidi is founder of Clute Wealth Management. One of five Clute daughters and a twin, Heidi grew up in Plattsburgh and earned a bachelor’s degree from SUNY Plattsburgh. She established the firm in 1984, and has worked tirelessly for more than four decades to establish a successful full-service financial planning services firm.
Heidi is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities registrations in many states. Heidi is a member of the Financial Planning Association, the Women Business Owners Network (Vermont Upper Valley, New Hampshire and Upstate New York), and Champlain Valley Toastmasters, and a founder of the Women’s Professional Business Club perpetual scholarship fund for SUNY Plattsburgh and Clinton Community College and Heidi G. Clute Scholarship SUNY Plattsburgh. She was also honored with a distinguished service award from SUNY Plattsburgh.
Heidi has been a lecturer and instructor at Clinton Community College and SUNY Plattsburgh on topics including educational funding and budgeting, pre-retirement and retirement planning, beginner investing, and tax advantaged investments.
Check the background of this investment professional on FINRA BrokerCheck
Specialties
Financial Planning Services: Retirement, College, Estate, Charitable, Personal, Business Insurance, Investment Services: Strategy development, Asset Allocation, Money manager selection, Asset management, Tax efficient strategies.
