News
Room
Heidi G. Clute of Clute Wealth
Management Has Been Admitted to the
Paladin Registry
The Paladin Registry has announced
that Heidi G. Clute has been admitted to its registry
of financial advisors with a five star rating. The
Registry is an online service that
documents and validates the credentials of high quality
financial professionals. Investors
use this free service to find, evaluate, and select
advisors who have the knowledge and
ethics to help them achieve their financial goals.
Clute Wealth Management (CWM) is an independent
firm and Registered Investment Advisor (RIA) that
provides strategic financial and investment planning
for individuals and small businesses in the Champlain
Valley region of New York and Vermont. Owner Heidi
Clute, Certified Financial Planner (CFP®),
heads up an experienced team,
including associate wealth advisor Christina Ubl
and a dedicated support staff.
Collectively, Heidi and Christina manage more than
$90 million in assets through
LPL Financial.
CWM develops customized solutions
for personal, business, estate and charitable
financial needs. Services include:
- Objective investment advice
- fee-based asset management
- retirement planning
- estate and trust planning
- family wealth transfers
- coordination of philanthropic
goals
- comprehensive wealth management.
Securities and
fee-based asset management are offered through LPL Financial, a
Registered Investment Advisor and /SIPC.
LPL is an independent brokerdealer,
and so does not sell or market proprietary products
or securities. As a Registered
Investment Advisor, Clute Wealth Management can act
in a fiduciary capacity, have additional disclosure
requirements and can provide discretionary or nondiscretionary
services. Heidi holds
licenses that enable her to deal with securities,
mutual funds and certain insurance
products, and supervise other licensed professionals.
For
more information, contact:
Sally Kieny, (802) 864-6710
skieny@marketing-partners.com
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