Pat Heffernan

Clute Wealth Management announces Adam Robert, now holds the CFP® designation

Plattsburgh, NY - Clute Wealth Management is proud to announce that Adam Robert, LPL Registered Sales Assistant, has earned his CERTIFIED FINANCIAL PLANNER™ certification. Read More

Strictly Business highlights Clute team

Heidi and Christina are excited to be highlighted in the most recent issue of Strictly Business, a Plattsburgh business magazine. "Just as they advise clients to do, Clute and Ubl ride out the ebb and flow of the economy, and life, by calmly guiding the evolution of their business, setting and checking off goals along the way. They say they are in the... Read More

Christina Ubl attends LPL Financial Focus 2015 Conference

Boston was Christina Ubl’s destination last month for the annual LPL Financial Focus 2015 Conference. Christina enjoyed hearing business insights and perspectives on the global economy, from industry-leading speakers over four jam-packed days, including former Federal Reserve Chairman Ben Bernanke, Richard Branson of Virgin Atlantic, and PayPal co-founder,... Read More

2015 Road Pitch Ride

You may recall that last year Heidi joined the inaugural "Road Pitch Ride” on her vintage Indian motorcycle for one day as the group traveled around Vermont. This year, Heidi was able to plan ahead (hint, hint) and joined the second "Road Pitch Ride” over the full four days (August 4, 5, 6 and 7), as one of the 25 smart seasoned Vermont entrepreneurs,... Read More

Investing from your 30s to 60s: CWM appears on WCAX TV's Money Week

WCAX-TV, Burlington, VT – February 19, 2014 – Clute Wealth Management Certified Financial Planner Heidi Clute provides tips for saving and investing well into your 60s. Read More