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 since 1998 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.
on the team...
Clute Wealth Management adheres to the following code of ethics: Paladin Code of Ethics