News Room
The latest news about Clute Wealth Management
03/24/2010 Clute Wealth Management announces Christina Ubl is now a CFP® Professional
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. Click for more...
Exclusive Conference Hosts Elite Gathering of Nation's Pre-eminent Women Financial Advisors and Industry Decision Makers Click for more...
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. Click for more...
10/9/2009 Heidi Clute Attends LPL Financial 2009 National Conference
Heidi Clute of Clute Wealth Management recently attended focus09, a leading financial services industry conference hosted by LPL Financial. Click for more..
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. Click for more...
4/29/2009 Heidi Clute Invited to Barron's First Annual Top Independent Advisors Summit
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. Click for more...
4/9/2009 WCAX News: Preparing for Unemployment
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. Click for more...
3/24/2009 WCAX News: Is Refinancing Right for You?
Matt Cooke is planning some upgrades to his house in Milton, including new hardwood floors in the dining room. Click for more...
3/5/2009 WCAX News: What to Do with Your Refund
What would you do with a few extra bucks in your bank account? Click for more...
2/28/2009 WCAX News: Financing Your Future: 50s
February 28, 2008 - Tim Burke's projects include some high-profile businesses like Lowe's and Rite Aid. The 51 year old does commercial permit work and consulting. Click for more...
2/27/2009 WCAX News: Financing Your Future: 40s
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. Click for more...
2/26/2009 WCAX News: Financing Your Future: 30s
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. Click for more...
1/21/2009 Heidi Clute Attends Barron's Winner's Circle Top Women Advisors Summit
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. Click for more...
7/25/2008 Akemi Chen Earns Her Series 7 License
Akemi Chen, junior research analyst at Clute Wealth Management, recently passed the Representative Exam, which earned her General Securities license. Click for more...
4/15/2008 Heidi Clute Nominated to Barron's Top 100 Women
Heidi G. Clute of Clute Wealth Management has been nominated to the Barron’s 2008 Winner’s Circle Top 100 Women. Click for more...
1/7/2008 Barron's Second Annual Top Women Advisors Summit
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. Click for more...
12/17/2007 Heidi Clute Speaks to Nurses About Retirement Planning
Heidi Clute, owner of Clute Wealth Management, speaks about retirement planning at the New York State Nursing Association’s December meeting. Click for more...
12/4/2007 Adirondack Medical Center Workshop: "Financial Health Checkup"
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. Click for more...
5/31/2007 WBON Dinner Topic: "Who's Managing Your Money?"
Presentation by Heidi Clute of Clute Wealth Management at the Stowe Chapter Meeting. Click for more...
5/1/2007 Champlain Business Journal - Office Opening
Heidi G. Clute of Clute Wealth Management announces the opening of a Burlington, VT office. Click for more...
3/1/2007 Business People - Office Opening
Heidi G. Clute of Clute Wealth Management announces the opening of a Burlington, VT office. Click for more...
3/1/2007 The Other Paper - Office Opening
Heidi G. Clute of Clute Wealth Management announces the opening of a Burlington, VT office. Click for more...
1/3/2007 Barron's Top Women Advisors Summit
Heidi G. Clute of Clute Wealth Management recently attended the first-ever "Top Women Advisors Summit." Click for more...
8/1/2006 Who's Managing the Family Money?
Heidi G. Clute of Clute Wealth Management speaks at Women Business Owners Network of Burlington, Vermont. Click for more...
7/13/2006 Admission to Paladin
Heidi G. Clute of Clute Wealth Management Has Been Admitted to the Paladin Registry. Click for more...