Dave Bowers

The Delta Gamma Kappa Society International Presentation: "Retirement — a Journey, not a Destination."

Plattsburgh, N.Y. – Heidi Clute, owner of Clute Wealth Management, recently presented a workshop titled, “ Retirement — a Journey, not a Destination” to the professional honor society of women educators, the Delta Kappa Gamma International. Heidi shared information and tools to help assess the vital signs of current financial health and planning for the... Read More

Heidi Clute Attends LPL Financial 2009 National Conference

PLATTSBURGH, NY. – Heidi Clute of Clute Wealth Management recently attended focus09, a leading financial services industry conference hosted by LPL Financial, one of the nation’s leading financial services companies. Read More

Heidi Clute among "Best of the Best" Financial Advisors attending Barron's Winner's Circle Top Independent Advisors Summit

PLATTSBURGH, NY. – Heidi Clute of Clute Wealth Management attended the first-annual "Top Independent Advisors Summit" hosted by Barron's Magazine, which promotes best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Arizona Biltmore on May 6th-8th in Phoenix, AZ. Read More

Heidi Clute Invited to Barron's First Annual Top Independent Advisors Summit

PLATTSBURGH, NY. – Heidi Clute, of Clute Wealth Management, was invited to attend the Barron's first annual Top Independent Advisors Summit, which is the latest extension of its successful "Winner's Circle" conference franchise. Clute, who has offices in Plattsburgh, NY and South Burlington, VT, will be part of this elite gathering of the nation's... Read More

WCAX News: Preparing for Unemployment

WCAX-TV: Unemployment offices are packed with people who have felt the sting of a job cut. They've lost a job, a paycheck and often some sense of their identity. Read More

WCAX News: Is Refinancing Right for You?

WCAX-TV: Matt Cooke is planning some upgrades to his house in Milton, including new hardwood floors in the dining room. Read More

WCAX News: What to Do with Your Refund

WCAX-TV: What would you do with a few extra bucks in your bank account? Read More

WCAX News: Financing Your Future: 50s

WCAX-TV: "If you haven't started, get busy," advises Heidi Clute. And financial planners say it's not too late to start saving. Read More

WCAX News: Financing Your Future: 40s

WCAX-TV: In Business Strategy and Competition Class at the University of Vermont, Professor Rick Vander Bergh prepared his students for an important exam. The test wouldn't be easy. Kind of like saving for retirement. Read More

WCAX News: Financing Your Future: 30s

WCAX-TV: Enter Iola's Salon for Ladies and Lords and you'll find hair dressers in a hustle-- busy blow drying, curling and cutting. It's a successful salon in Newport City that continues to grow. Read More