Newsroom

Vermont Women’s History Month

The Vermont Historical Society partnered with the Vermont Commission on Women to celebrate "Vermont Women in Journalism" as part of an annual event focused on women's history. A remarkable panel of women offered perspectives on the progress and challenges of women journalists in Vermont across all types of media and walks of life. Clute Wealth Management... Read More

Clute Wealth Management Sponsors Dress for Success, Burlington

Clute Wealth Management is proud to sponsor Dress for Success, an organization in Burlington, VT with a mission to “promote the economic independence of disadvantaged women by providing professional attire, a network of support and the career development tools to help women thrive in work and in life.” Read More

Champlain Valley Business & Professional Women's Club Names Heidi Clute Businesswoman of the Year

PLATTSBURGH, NY- The Champlain Valley Business and Professional Women's Club (BPW) recently honored Heidi G. Clute, CFP(r), owner of Clute Wealth Management, as Businesswoman of the Year. Read More

Clute Wealth Management announces Christina Ubl is now a CFP® Professional

Plattsburgh, N.Y. – Clute Wealth Management proudly announces Christina Ubl has earned her CERTIFIED FINANCIAL PLANNER™ certification. 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. Individuals must meet minimum experience... Read More

Heidi Clute Among "Best of Best" Financial Advisors Attending Barron's Winner's Circle Top Women Advisors Summit

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Women Financial Advisors and Industry Decision Makers Read More

The Delta Gamma Kappa Society International Presentation: "Retirement — a Journey, not a Destination."

Plattsburgh, N.Y. – 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. Heidi shared information and tools to help assess the vital signs of current financial health and planning for the... Read More

Heidi Clute Attends LPL Financial 2009 National Conference

PLATTSBURGH, NY. – Heidi Clute of Clute Wealth Management recently attended focus09, a leading financial services industry conference hosted by LPL Financial, one of the nation’s leading financial services companies. Read More

Heidi Clute among "Best of the Best" Financial Advisors attending Barron's Winner's Circle Top Independent Advisors Summit

PLATTSBURGH, NY. – 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. The invitation-only conference was held at the Arizona Biltmore on May 6th-8th in Phoenix, AZ. Read More

Heidi Clute Invited to Barron's First Annual Top Independent Advisors Summit

PLATTSBURGH, NY. – 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. Clute, who has offices in Plattsburgh, NY and South Burlington, VT, will be part of this elite gathering of the nation's... Read More