Clute Wealth Management announces Adam Robert, now holds the CFP® designation

January 9, 2017 | Filed under: Newsroom


Plattsburgh, NY - Clute Wealth Management is proud to announce that Adam Robert, LPL Registered Sales Assistant, has earned his CERTIFIED FINANCIAL PLANNER™ certification.

Strictly Business highlights Clute team

November 1, 2016 | Filed under: Newsroom


Heidi and Christina are excited to be highlighted in the most recent issue of Strictly Business, a Plattsburgh business magazine.

"Just as they advise clients to do, Clute and Ubl ride out the ebb and flow of the economy, and life, by calmly guiding the evolution of their business, setting and checking off goals along the way. They say they are in the business of connecting money with dreams; it’s an enlightened philosophy backed by decades of experience...."

Christina Ubl attends LPL Financial Focus 2015 Conference

September 9, 2015 | Filed under: Newsroom

Boston was Christina Ubl’s destination last month for the annual LPL Financial Focus 2015 Conference. Christina enjoyed hearing business insights and perspectives on the global economy, from industry-leading speakers over four jam-packed days, including former Federal Reserve Chairman Ben Bernanke, Richard Branson of Virgin Atlantic, and PayPal co-founder, Peter Thiel.

2015 Road Pitch Ride

August 19, 2015 | Filed under: Newsroom

You may recall that last year Heidi joined the inaugural "Road Pitch Ride” on her vintage Indian motorcycle for one day as the group traveled around Vermont. This year, Heidi was able to plan ahead (hint, hint) and joined the second "Road Pitch Ride” over the full four days (August 4, 5, 6 and 7), as one of the 25 smart seasoned Vermont entrepreneurs, investors and business advisors who rode across Vermont, meeting in eight small towns, and listened to selected business ‘pitches’ from start-up or early stage companies.

Clute Wealth Management proudly announces Christina Ubl has become a partner

February 19, 2015 | Filed under: Newsroom

Plattsburgh, NY -- Heidi Clute, founder of Clue Wealth Management said, “Since she joined us in 2000, Christina has proven herself again and again as a smart, capable and important member of our team. She continues to deepen her knowledge and hone her skills while sharing our firm’s mission to help women in transition. I’m proud to have her as a partner.”

What keeps you up at night? Part 3 - Heidi Clute on WCAX news

December 29, 2014 | Filed under: Newsroom

Financial Planning for Older Families

What keeps you up at night? Part 1 : Open enrollment dates - Heidi Clute on WCAX news

October 22, 2014 | Filed under: Newsroom

In her ongoing financial series on WCAX Channel 3's Morning News, Heidi Clute discussed what it means to miss open enrollment dates. 

Getting Your Finances in Order: Heidi Clute on WCAX News

September 10, 2014 | Filed under: Newsroom

Learn how to get your finances in order: In the second segment of her ongoing financial series on WCAX Channel 3's Morning News, Heidi Clute appeared to discuss tips for getting your finances in order.

2014 Road Pitch Ride

August 27, 2014 | Filed under: Newsroom


The Inaugural "Road Pitch" sent "business bikers" on a four day motorcycle trip around Vermont where they held "office hours" in select towns stopping by appointment to listen to business pitches from start-up or early stage companies. The 2014 event was scheduled for August 4th, 5th, 6th and 7th.