News
Room
For Immediate Release:
January 7, 2008
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.
Eighty-four of the Top 100 women from the financial
services field in the U.S. – as ranked* by
Shook and published in Barron’s June 11, 2007,
issue – attended the conference in Palm Beach,
Fla. “It was exciting to take part in this
event,” Clute said. “Being able to discuss
best practices with female financial advisors who
share the same passion for our profession will help
Clute Wealth Management continue to offer the highest
quality wealth management services to our clients.”
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.
Securities and fee-based asset management are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. Clute has
more than $100 million in assets under management through LPL Financial.
LPL is an independent broker-dealer, and does not sell or market proprietary
products or securities.
*Ranking methodology at www.wcorg.com
###
For more information, contact:
John J. Ciempa, 802/864-6710
jciempa@marketing-partners.com
|
