Financial expert gives advice on money management after layoff

June 21, 2013 | Filed under: Newsroom

WCAX-TV, Burlington, VT – Clute Wealth Management Financial Planner Christina Ubl advises what to do after layoff. 

Falling Short on Retirement Savings?

June 10, 2013 | Filed under: Newsroom

It’s never too late to improve your bottom line.

WCAX-TV, Burlington, VT - If you've retired or are getting ready to retire in Vermont-- experts say pay attention. A new report from suggests seniors need 70-percent of their working income to make retirement work.

Vermont Works for Women: Divas Do Good!

May 29, 2013 | Filed under: Newsroom

Divas Do Good is the brainchild of the Vermont Comedy Divas stand-up comedy group, which uses humor to give back to local non-profit organizations. Clute Wealth Management was thrilled to sponsor this first event, benefitting Vermont Works for Women. Consistent with Clute Wealth Management’s dedication to providing “financial strategies for women in transition®,” Vermont Works for Women helps women and girls recognize their potential and explore, pursue and excel in work that leads to economic independence.

Vermont Women’s History Month

March 26, 2013 | Filed under: Newsroom

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 was pleased to join as one of the sponsors of this event, Montpelier area's community access television station filmed the event and you can view the video online.

Clute Wealth Management Sponsors Dress for Success, Burlington

December 12, 2012 | Filed under: Newsroom

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.”

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

November 2, 2011 | Filed under: Newsroom

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.

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

March 24, 2010 | Filed under: Newsroom

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 and education requirements and complete continuing education programs to maintain their certification status. The Clute Wealth Management firm now has two CFP® professionals on their team, including owner, Heidi Clute.

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

January 1, 2010 | Filed under: Newsroom

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

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

November 10, 2009 | Filed under: Newsroom

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 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.

Heidi Clute Attends LPL Financial 2009 National Conference

October 9, 2009 | Filed under: Newsroom

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.