Heidi Clute is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clute Wealth Management LLC in Plattsburgh, NY and the surrounding communities.
Heidi G. Clute, CERTIFIED FINANCIAL PLANNER™ professional, managing partner of Clute Wealth Management, and partner Christina Ubl, CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst® head up a dedicated and experienced team. Heidi has been in business since 1980 and the firm was established in 1984.
Clute Wealth Management is an independent firm and a Registered Investment Advisor (RIA) that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. They develop customized strategies for personal, business, estate and charitable financial needs. Services include objective investment advice, fee-based asset management, retirement planning, estate and trust planning, family wealth transfers, coordination of philanthropic goals.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of certain states; visit our website for a list of states (www.clutewealthmanagement.com).
Heidi, a CERTIFIED FINANCIAL PLANNER™ professional holds securities registrations in over 20 states. Heidi holds a bachelor's degree from State University College at Plattsburgh, NY. Heidi is a member of the Financial Planning Association, Women Business Owners Network and a founder of the Business Professional Women's Club perpetual scholarship fund for SUNY Plattsburgh and Clinton Community College and Heidi G. Clute Scholarship SUNY Plattsburgh. She was also honored with a distinguished service award from SUNY Plattsburgh.
7, 6, 24, 63
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member SIPC (www.SIPC.org).
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
Read More >
When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
Read More >
Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
Read More >
Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
Read More >
Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
Read More >
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
Read More >
Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
Read More >
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
Read More >
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
Read More >
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
Read More >
