Newsroom

WCAX News: What to Do with Your Refund

March 5, 2009 | Filed under: Newsroom

WCAX-TV: What would you do with a few extra bucks in your bank account?

WCAX News: Financing Your Future: 50s

February 28, 2009 | Filed under: Newsroom

WCAX-TV: "If you haven't started, get busy," advises Heidi Clute. And financial planners say it's not too late to start saving.

WCAX News: Financing Your Future: 40s

February 27, 2009 | Filed under: Newsroom

WCAX-TV: In Business Strategy and Competition Class at the University of Vermont, Professor Rick Vander Bergh prepared his students for an important exam. The test wouldn't be easy. Kind of like saving for retirement.

WCAX News: Financing Your Future: 30s

February 26, 2009 | Filed under: Newsroom

WCAX-TV: Enter Iola's Salon for Ladies and Lords and you'll find hair dressers in a hustle-- busy blow drying, curling and cutting. It's a successful salon in Newport City that continues to grow.

Heidi Clute Attends Barron's Winner's Circle Top Women Advisors Summit

January 21, 2009 | Filed under: Newsroom

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.

Akemi Chen Earns Series 7 License

July 25, 2008 | Filed under: Newsroom

Plattsburgh, N.Y. – Akemi Chen, junior research analyst at Clute Wealth Management, recently passed the Representative Exam, which earned her General Securities license.

Heidi G. Clute nominated to the Barron’s 2008 Winner’s Circle Top 100 Women

April 15, 2008 | Filed under: Newsroom

PLATTSBURGH - Heidi G. Clute of Clute Wealth Management has been nominated to the Barron’s 2008 Winner’s Circle Top 100 Women. The Winner’s Circle recognizes the most outstanding independent financial advisors in the business on a national level (based on customer satisfaction and quality of advice). Nominees represent some of the highest levels of ethical standards, professionalism and success in the financial industry. The Winner’s Circle’s missions are to promote best practices in the industry and to promote the value of advice to the investing public. The list of 100 winners will be published later this year in Barron’s.

Barron's Second Annual Top Women Advisors Summit

January 7, 2008 | Filed under: Newsroom

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.

Heidi Clute Speaks to Nurses About Retirement Planning

December 17, 2007 | Filed under: Newsroom

PLATTSBURGH – Heidi Clute, owner of Clute Wealth Management, was invited to speak about retirement planning at the New York State Nursing Association’s (District 8) December meeting. Heidi shared information about what factors people should consider when planning for their retirement. Members of NY’s largest professional association and union registered nurses were in attendance, as well as other related professionals.

Adirondack Medical Center Workshop: "Financial Health Checkup"

December 4, 2007 | Filed under: Newsroom

PLATTSBURGH – Heidi Clute, owner of Clute Wealth Management, recently presented a workshop titled, “Time for a Financial Health Checkup?” at the Adirondack Medical Center’s 10th Annual Health Symposium. Heidi shared information and tools to help assess the vital signs of current financial health, 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.