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 Clute were 84 of the Top 100 women financial advisors in the U.S., as published in Barron’s June 2008 issue.
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 Clute were 84 of the Top 100 women financial advisors in the U.S., as published in Barron’s June 2008 issue.
The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Heidi Clute is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Registered Investment Advisor (RIA) with more than 26 years of experience. Heidi is the owner of Clute Wealth Management, an independent firm providing strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Securities are offered through LPL Financial, Member FINRA/SIPC.
Barron’s (www.barrons.com is America’s premier financial magazine, renowned for its marketing-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience for senior corporate decision makers, institutional investors, individual investors and financial professions. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
