Dave Bowers

What keeps you up at night? Part 3 - Heidi Clute on WCAX news

Financial Planning for Older Families Read More

What keeps you up at night? Part 2: Young Families - Heidi Clute on WCAX news

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Financial expert gives advice on money management after layoff

WCAX-TV, Burlington, VT – Clute Wealth Management Financial Planner Christina Ubl advises what to do after layoff. Read More

Falling Short on Retirement Savings?

It’s never too late to improve your bottom line. WCAX-TV, Burlington, VT - If you've retired or are getting ready to retire in Vermont-- experts say pay attention. A new report from Interest.com suggests seniors need 70-percent of their working income to make retirement work. Read More

Vermont Works for Women: Divas Do Good!

Divas Do Good is the brainchild of the Vermont Comedy Divas stand-up comedy group, which uses humor to give back to local non-profit organizations. Clute Wealth Management was thrilled to sponsor this first event, benefitting Vermont Works for Women. Consistent with Clute Wealth Management’s dedication to providing “financial strategies for women in... Read More

Vermont Women’s History Month

The Vermont Historical Society partnered with the Vermont Commission on Women to celebrate "Vermont Women in Journalism" as part of an annual event focused on women's history. A remarkable panel of women offered perspectives on the progress and challenges of women journalists in Vermont across all types of media and walks of life. Clute Wealth Management... Read More

Clute Wealth Management Sponsors Dress for Success, Burlington

Clute Wealth Management is proud to sponsor Dress for Success, an organization in Burlington, VT with a mission to “promote the economic independence of disadvantaged women by providing professional attire, a network of support and the career development tools to help women thrive in work and in life.” Read More

Champlain Valley Business & Professional Women's Club Names Heidi Clute Businesswoman of the Year

PLATTSBURGH, NY- The Champlain Valley Business and Professional Women's Club (BPW) recently honored Heidi G. Clute, CFP(r), owner of Clute Wealth Management, as Businesswoman of the Year. Read More

Clute Wealth Management announces Christina Ubl is now a CFP® Professional

Plattsburgh, N.Y. – Clute Wealth Management proudly announces Christina Ubl has earned her CERTIFIED FINANCIAL PLANNER™ certification. Widely regarded as one of the hardest to attain in the financial industry, the CFP® certification is administered and regulated by the Certified Financial Planner Board of Standards. Individuals must meet minimum experience... Read More

Heidi Clute Among "Best of Best" Financial Advisors Attending Barron's Winner's Circle Top Women Advisors Summit

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women Financial Advisors and Industry Decision Makers Read More