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Plattsburgh, N.Y. – Heidi G. Clute of Clute Wealth Management recently attended the third-annual “Top 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 attended by top financial advisors was held in Orlando, Florida. In addition to Heidi Clute were 84 of the Top 100 women financial advisors in the U.S., as published in Barron’s June 2008 issue.

Plattsburgh, N.Y. – Akemi Chen, junior research analyst at Clute Wealth Management, recently passed the Representative Exam, which earned her General Securities license.

PLATTSBURGH - Heidi G. Clute of Clute Wealth Management has been nominated to the Barron’s 2008 Winner’s Circle Top 100 Women. The Winner’s Circle recognizes the most outstanding independent financial advisors in the business on a national level (based on customer satisfaction and quality of advice). Nominees represent some of the highest levels of ethical standards, professionalism and success in the financial industry. The Winner’s Circle’s missions are to promote best practices in the industry and to promote the value of advice to the investing public. The list of 100 winners will be published later this year in Barron’s.

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.

PLATTSBURGH – Heidi Clute, owner of Clute Wealth Management, was invited to speak about retirement planning at the New York State Nursing Association’s (District 8) December meeting. Heidi shared information about what factors people should consider when planning for their retirement. Members of NY’s largest professional association and union registered nurses were in attendance, as well as other related professionals.

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.

Presented by Heidi Clute, Clute Wealth Management.

PLATTSBURGH - Heidi G. Clute of Clute Wealth Management recently attended the first-ever “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 recognizing top women in the financial industry was held in Orlando, Florida. In addition to Heidi Clute were 77 of the Top 100 women financial advisors in the U.S., as published in Barron’s.

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.