Clute Wealth Management is proud to sponsor Dress for Success, an organization in Burlington, VT with a mission to “promote the economic independence of disadvantaged women by providing professional attire, a network of support and the career development tools to help women thrive in work and in life.”
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Clute Wealth Management Sponsors Dress for Success, Burlington
Champlain Valley Business & Professional Women's Club Names Heidi Clute Businesswoman of the Year
PLATTSBURGH, NY- The Champlain Valley Business and Professional Women's Club (BPW) recently honored Heidi G. Clute, CFP(r), owner of Clute Wealth Management, as Businesswoman of the Year.
Clute Wealth Management announces Christina Ubl is now a CFP® Professional
Plattsburgh, N.Y. – Clute Wealth Management proudly announces Christina Ubl has earned her CERTIFIED FINANCIAL PLANNER™ certification. Widely regarded as one of the hardest to attain in the financial industry, the CFP® certification is administered and regulated by the Certified Financial Planner Board of Standards. Individuals must meet minimum experience and education requirements and complete continuing education programs to maintain their certification status. The Clute Wealth Management firm now has two CFP® professionals on their team, including owner, Heidi Clute.
Heidi Clute Among "Best of Best" Financial Advisors Attending Barron's Winner's Circle Top Women Advisors Summit
Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women Financial Advisors and Industry Decision Makers
The Delta Gamma Kappa Society International Presentation: "Retirement — a Journey, not a Destination."
Plattsburgh, N.Y. – Heidi Clute, owner of Clute Wealth Management, recently presented a workshop titled, “ Retirement — a Journey, not a Destination” to the professional honor society of women educators, the Delta Kappa Gamma International. Heidi shared information and tools to help assess the vital signs of current financial health and planning for the future. 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.
Heidi Clute Attends LPL Financial 2009 National Conference
PLATTSBURGH, NY. – Heidi Clute of Clute Wealth Management recently attended focus09, a leading financial services industry conference hosted by LPL Financial, one of the nation’s leading financial services companies.
Heidi Clute among "Best of the Best" Financial Advisors attending Barron's Winner's Circle Top Independent Advisors Summit
PLATTSBURGH, NY. – Heidi Clute of Clute Wealth Management attended the first-annual "Top Independent Advisors Summit" hosted by Barron's Magazine, which promotes best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Arizona Biltmore on May 6th-8th in Phoenix, AZ.
Heidi Clute Invited to Barron's First Annual Top Independent Advisors Summit
PLATTSBURGH, NY. – Heidi Clute, of Clute Wealth Management, was invited to attend the Barron's first annual Top Independent Advisors Summit, which is the latest extension of its successful "Winner's Circle" conference franchise. Clute, who has offices in Plattsburgh, NY and South Burlington, VT, will be part of this elite gathering of the nation's pre-eminent independent advisors who were honored last year in a Barron's special report, as well as a select group of nearly 300 additional advisors. The invitation-only summit will be held at the Arizona Biltmore in Phoenix, Ariz. on May 6-8, 2009.
WCAX News: Preparing for Unemployment
WCAX-TV: Unemployment offices are packed with people who have felt the sting of a job cut. They've lost a job, a paycheck and often some sense of their identity.
WCAX News: Is Refinancing Right for You?
WCAX-TV: Matt Cooke is planning some upgrades to his house in Milton, including new hardwood floors in the dining room.