Heidi G. Clute, Cfp® Email & Phone Number

Heidi Clute is a CERTIFIED FINANCIAL PLANNER™ professional, managing partner of Clute Wealth Management and holds securities registrations in many states. Heidi is a member of the Financial Planning Association, Women's Business Owners Network and a founder of the Business Professional Women's Club perpetual scholarship fund for SUNY Plattsburgh and Clinton Community College and was also honored with a distinguished service award from SUNY Plattsburgh. Clute Wealth Management is an independent firm and Registered Investment Advisor that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. One of five Clute daughters and a twin, she grew up in Plattsburgh and opened the firm in 1984. She worked for more than three decades to establish a successful full-service financial planning firm. From riding her Indian motorcycle to managing client assets, she knows how to select a destination and get there, never forgetting to enjoy the trip. It's an approach that is tailor-made for financial planning, from helping clients establish their financial goals to implementing strategies to help facilitate their achievement. For a list of states in which I am registered to do business, please visit www.clutewealthmanagement.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA/SIPC, please refer to the contact section above.

Listed skills include Retirement Planning, Estate Planning, College Planning, Charitable Giving Strategies, and 8 others.

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  Partner

  Clute Wealth Management

  Jul 1984 - Present - Plattsburgh, Ny, Us