Adam Robert: And now there are three
Partners Heidi G. Clute, CFP® and Christina R. Ubl, CFP®CDFA® are excited to announce Adam W. Robert, CFP® APMA® is the newest licensed financial advisor at Clute Wealth Management, a Registered Investment Advisor. Clute Wealth Management now has three financial advisors committed to the legal and ethical requirements of fiduciary responsibility —... Read More
Clute’s internship program highlighted in SUNY Plattsburgh newsletter
Clute Wealth Management’s internship program was spotlighted in the winter issue of SUNY Plattsburgh’s School of business newsletter. Christina and Fall 2016 intern Michelle Chiudina were interviewed. Here’s an excerpt... Read More
Your Financial Health Checkup: Montpelier Employee Wellness
Heidi Clute was invited by the City of Montpelier to conduct a workshop for their employee wellness program. During the financial literacy workshop sponsored by the City, Heidi outlined a Financial Health Check Up process for a diverse group of employees. Read More
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
Clute Wealth Management proudly announces Christina Ubl has become a partner
Plattsburgh, NY -- Heidi Clute, founder of Clue Wealth Management said, “Since she joined us in 2000, Christina has proven herself again and again as a smart, capable and important member of our team. She continues to deepen her knowledge and hone her skills while sharing our firm’s mission to help women in transition. I’m proud to have her as a partner.” Read More