The Clute Wealth Management Team

Our staff members in service to our clients

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.

Meet Charlotte Wells
Charlotte Wells, Project Manager/File Clerk, has been with Clute Wealth Management for more than 10 years and manages filing and compliance submissions. A Plattsburgh native, she has four daughters, seven grandchildren, and two great-grandchildren. She is semi-retired and enjoys gardening, RV camping, reading and cooking for her family.