About My Practice
Heidi G. Clute, Certified Financial Planner (CFP®) heads up an experienced team at Clute Wealth Management, a Registered Investment Advisor (RIA), including Christina Ubl, Certified Financial Planner (CFP®) and a dedicated support staff. The firm has been in business since 1980. Collectively, Heidi and Christina manage more than $135 million in assets through LPL Financial.
Clute Wealth Management is an independent firm 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 solutions 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.
Securities offered through LPL Financial, Member FINRA/SIPC.
Heidi, a Certified Financial Planner (CFP®) holds securities registrations in 25 states. She is one of the top 250 independent advisors* with securities being offered through LPL Financial, member FINRA/SIPC, which is the largest independent broker/dealer in the U.S. (Independent broker/dealers do not sell proprietary products.) 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. She was also honored with a distinguished service award from SUNY Plattsburgh.
*based on annual gross production
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: NY, VT, CA, FL, Health/disability insurance: NY, VT, CA, Fixed annuities: NY, VT, CA, FL, Variable annuities: NY, VT, CA, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Securities offered through LPL Financial, Member FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.