Heidi G. Clute,  CFP<sup>&reg;</sup> - Financial Advisor

Heidi G. Clute, CFP®

Managing Partner

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901

Clute Wealth Management LLC

1233 Shelburne Rd, Ste 202
South Burlington, VT 05403
FINANCIAL ADVISOR'S WEBSITE
(877) 561-5707
(518) 561-5707
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General

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.

Financial Advisor Overview

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).

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Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member SIPC (www.SIPC.org).


Financial Advisor's Specialties

Asset Allocation, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Stocks & Bonds, Women's Finances

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Helpful Financial Planning Resources