FINANCIAL TOOLKITS
Heidi Clute
Whether she’s riding her bike or managing client assets, Heidi Clute knows how to select a destination and get there, never forgetting to enjoy the trip. It’s an approach that is tailor-made for financial planning, from helping clients identify their financial aspirations to successfully pursuing tactics to help with their goals.
Heidi believes that financial values are as unique and personal as fingerprints. Her approach to working with clients focuses on an individual’s own definition of financial success. This style is drawn from her personal experience with changing financial needs and goals over time – from being a college student who considered having 20 cords of wood a sign of financial independence to a woman who today values travel, volunteers in her community and working in a successful business.
Heidi is founder of Clute Wealth Management in Plattsburgh, NY, an independent firm and Registered Investment Advisor that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. 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), President of 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.
