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Congratulations to Clute Wealth Management's Newest Partner - Adam W. Robert CFP® APMA®

Adam Robert Announced as a Partner at Clute Wealth Management

Clute Wealth Management is pleased to announce that long-time team member and advisor, Adam W. Robert, has become a partner in the firm. Adam has spent the last decade (and more) helping our clients pursue their goals and helping our firm grow and thrive. Read More
New York Gov. Kathy Hochul Appoints Christina Ubl to SUNY Plattsburgh College Council

New York Gov. Kathy Hochul Appoints Christina Ubl to SUNY Plattsburgh College Council

On February 8, 2022, SUNY Plattsburgh announced Christina Ubl’s appointment to its college council by Gov. Kathy Hochul. Christina will serve through June 30, 2026 on the 10-person council, which serves as an oversight and advisory body to the campus and to the president and senior administration of SUNY Plattsburgh, in accordance with New York State... Read More
Christina Ubl sits at her desk in her office

Christina Ubl Interviewed By Strictly Business

May's theme for Strictly Business Magazine was "Money & Banking", so they invited a few experts to answer 3 - 5 short questions about their industry and the trends they see in their fields. Read More
Heidi Clute (right) and Christina Ubl (left) stand in their office

Heidi and Christina Speak at the SUNY Plattsburgh Legacy Giving Event

On April 26th, 2021 Heidi Clute and Christina Ubl were the keynote speakers for the SUNY Plattsburgh Legacy Giving Event, held virtually to educate attendees about the options available to people when looking to give a legacy gift to the college, as well as honoring Heidi's generous contribution to the school. Read More
Akemi Strictly Business

Akemi interviewed for Strictly Business Magazine

In October, Akemi was interviewed as part of a Strictly Business Magazine article featuring five alumni from SUNY Plattsburgh who chose to settle down and start their careers in the Plattsburgh area after graduating. Read More
Christina Ubl and Adam Robert side by side with the text

Christina and Adam Answer Questions at the SUNY Plattsburgh Financial Forum

On April 15th, Christina and Adam joined Morgan from SUNY Plattsburgh to host a virtual "Financial Forum" to answer questions from soon to be college graduates about a wide range of financial topics including the difference between 401ks and IRAs, strategies to pay off debts, strategies to help younger adults save, and more. Read More
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Akemi Chen Continues Her Financial Planning Education; Earns the FPQP™ Designation

Clute Wealth Management is excited to announce that Akemi Chen has earned her Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning. Read More
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Christina Ubl Featured in Strictly Business Magazine

All on the Same Team Christina was recently featured alongside six other moms from her daughters traveling soccer team in a story titled "All on the Same Team" in the November issue of Strictly Business Magazine. The story highlights the family like nature of their relationships with each other and the empowerment of the strong female leadership that... Read More
Akemi-Cropped

Clute Wealth Management announces Akemi Chen has obtained the CMFC® designation

Plattsburgh, NY - Clute Wealth Management is proud to announce that Akemi Chen, LPL Registered Sales Assistant, has earned her Chartered Mutual Fund Counselor℠ certification. Read More
Women Business Owners Network (WBON) logo

Business Owners Connect, Collaborate and Thrive!

On April 30, business owners who identify as female gathered from throughout Vermont for the 2019 Spring Conference hosted by Women Business Owners Network (WBON), titled 'Connect, Collaborate & Thrive!' Clute Wealth Management's two partners were active and visible supporters of the event. Read More