The Clute Wealth Management Team
Our staff members in service to our clients
Meet Heidi Clute
Whether she's riding her Indian motorcycle or independently
managing more than $130 million of client assets,
Heidi Clute knows how to select a destination and
get there, never forgetting to enjoy the trip. It's
an approach that is tailor-made for financial planning,
from helping clients identify their financial aspirations
to successfully pursuing tactics to help with their
goals.
Heidi believes that financial values are as unique and personal as freckles. Her approach to working with clients focuses on an individual's own definition of financial success. This style is drawn from her personal experience with changing financial needs and goals over time – from being a college student who considered having 20 cords of wood a sign of financial independence to a woman who today values travels, volunteers in her community and runs a successful business.
Heidi is the owner of Clute Wealth Management in Plattsburgh NY, an independent firm and Registered Investment Advisor that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. One of five Clute daughters and a twin, Heidi grew up in Plattsburgh and earned a bachelor's degree from State University College at Plattsburgh. She opened the Heidi Clute Agency in 1984, and has worked tirelessly for more than two decades to establish a successful full-service financial planning firm, which today manages more than $130 million in assets.
Heidi is a Certified Financial Planner™ or CFP® professional and holds securities registrations in 24 states. She is one of the top 250 independent advisors* offering securities through LPL Financial, Member FINRA/SIPC, which is the largest independent broker/dealer** in the U.S. (Independent broker/dealers do not sell proprietary products.) Heidi is a member of the Financial Planning Association, the Women Business Owners Network (Vermont Upper Valley, New Hampshire and Upstate New York), the National Association of Women Business Owners, and a founder of the Women's Professional Business Club perpetual scholarship fund for SUNY Plattsburgh and Clinton Community College. She was also honored with a distinguished service award from SUNY Plattsburgh.
Heidi has been lecturer and instructor at Clinton Community College and SUNY Plattsburgh on topics including educational funding and budgeting, pre-retirement and retirement planning, beginner investing, and tax shelter investments. Heidi is active in the community. She resides in Plattsburgh, NY.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2009.
**Heidi Clute has assembled a team of financial consultants and assistants to work with her clients and help her carry a special level of expertise, personal attention and friendly service throughout the organization.
on the team...
Clute Wealth Management adheres to the following code of ethics: Paladin Code of Ethics