News
Room
For Immediate Release:
December 4, 2007
PLATTSBURGH – 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. Heidi shared information
and tools to help assess the vital signs of current
financial health, planning for the future. 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.
###
For more information, contact:
John J. Ciempa, 802/864-6710
jciempa@marketing-partners.com
|
