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.
Eighty-four of the Top 100 women from the financial services field in the U.S. – as ranked* by Shook and published in Barron’s June 11, 2007, issue – attended the conference in Palm Beach, Fla. “It was exciting to take part in this event,” Clute said. “Being able to discuss best practices with female financial advisors who share the same passion for our profession will help Clute Wealth Management continue to offer the highest quality wealth management services to our clients.”
Clute Wealth Management is an independent firm and Registered Investment Advisor providing strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, has additional disclosure requirements and can provide discretionary or nondiscretionary services.
Securities and fee-based asset management are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. LPL is an independent broker-dealer, and does not sell or market proprietary products or securities.
*Ranking methodology at www.wcorg.com
