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 ethics to help them achieve their financial goals.
Clute Wealth Management (CWM) is an independent firm and Registered Investment Advisor (RIA) that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Owner Heidi Clute, Certified Financial Planner (CFP®), heads up an experienced team, including associate wealth advisor Christina Ubl and a dedicated support staff.
CWM develops customized solutions for personal, business, estate and charitable financial needs. Services include:
- Objective investment advice
- fee-based asset management
- retirement planning
- estate and trust planning
- family wealth transfers
- coordination of philanthropic goals
- comprehensive wealth management
Securities and fee-based asset management are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. LPL is an independent brokerdealer, and so does not sell or market proprietary products or securities. As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, have additional disclosure requirements and can provide discretionary or nondiscretionaryservices. Heidi holds licenses that enable her to deal with securities, mutual funds and certain insurance products, and supervise other licensed professionals.
