Dave Bowers

Heidi Clute Attends Barron's Winner's Circle Top Women Advisors Summit

Plattsburgh, N.Y. – Heidi G. Clute of Clute Wealth Management recently attended the third-annual “Top Advisors Summit” hosted by Barron’s magazine and R.J. Shook, author of “The Winner’s Circle” books rating America’s top financial advisors. The invitation-only conference attended by top financial advisors was held in Orlando, Florida. In addition to Heidi... Read More

Akemi Chen Earns Series 7 License

Plattsburgh, N.Y. – Akemi Chen, junior research analyst at Clute Wealth Management, recently passed the Representative Exam, which earned her General Securities license. Read More

Heidi G. Clute nominated to the Barron’s 2008 Winner’s Circle Top 100 Women

PLATTSBURGH - Heidi G. Clute of Clute Wealth Management has been nominated to the Barron’s 2008 Winner’s Circle Top 100 Women. The Winner’s Circle recognizes the most outstanding independent financial advisors in the business on a national level (based on customer satisfaction and quality of advice). Nominees represent some of the highest levels of ethical... Read More

Barron's Second Annual Top Women Advisors Summit

PLATTSBURGH –Heidi Clute, owner of Clute Wealth Management, attended the second annual “Top Women Advisors Summit,” hosted by Barron’s magazine and R.J. Shook, author of “The Winner’s Circle” books rating America’s top financial advisors. The invitation-only conference focused on delivering wealth management for high-net-worth individuals. Read More

Heidi Clute Speaks to Nurses About Retirement Planning

PLATTSBURGH – Heidi Clute, owner of Clute Wealth Management, was invited to speak about retirement planning at the New York State Nursing Association’s (District 8) December meeting. Heidi shared information about what factors people should consider when planning for their retirement. Members of NY’s largest professional association and union registered... Read More

Adirondack Medical Center Workshop: "Financial Health Checkup"

PLATTSBURGH – Heidi Clute, owner of Clute Wealth Management, recently presented a workshop titled, “Time for a Financial Health Checkup?” at the Adirondack Medical Center’s 10th Annual Health Symposium. Heidi shared information and tools to help assess the vital signs of current financial health, planning for the future. Clute Wealth Management is an... Read More

WBON Dinner Topic: "Who's Managing Your Money?"

Presented by Heidi Clute, Clute Wealth Management. Read More

Barron’s Top Women Advisors Summit

PLATTSBURGH - Heidi G. Clute of Clute Wealth Management recently attended the first-ever “Top Women Advisors Summit” hosted by Barron’s magazine and R.J. Shook, author of “The Winner’s Circle” books rating America’s top financial advisors. The invitation-only conference recognizing top women in the financial industry was held in Orlando, Florida. In... Read More

Heidi G. Clute of Clute Wealth Management Admitted to the Paladin Registry

The Paladin Registry has announced that Heidi G. Clute has been admitted to its registry of financial advisors with a five star rating. The Registry is an online service that documents and validates the credentials of high quality financial professionals. Investors use this free service to find, evaluate, and select advisors who have the knowledge and... Read More