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Client Details

Client Genders


Male clients
139  
Female clients
204  

Current Advisor Assets


Total Assets (AUM)

$153 Million

Total Clients

343

Account Minimum

$250k-$500k

Advisor Overview


Overview

Clute Wealth Management is an independent firm and Registered Investment Advisor (RIA) that provides strategic financial and investment planning in the Champlain Valley region of New York and Vermont. We specialize in Financial Strategies for Women in Transition®. Securities offered through LPL Financial. Member SIPC (www.sipc.org). For a list of states where Heidi Clute is registered to do business, please visit our website (www.CluteWealthManagement.com).


What is unique about you?

Heidi believes that financial values are as unique and personal as freckles. Her approach to working with clients focuses on an individual’s own definition of financial success. This style is drawn from her personal experience with changing financial needs and goals over time – from being a college student who considered having 20 cords of wood a sign of financial independence, to a woman who today values travels, volunteers in her community and runs a successful business.


How do you work with clients?

At Clute Wealth Management, we take time to meet with you and learn all we can about your current financial picture and your needs and dreams. After thoroughly familiarizing ourselves with your situation, we develop a detailed plan showing how your investments can be allocated to help you meet your goals. We actively listen to your needs and priorities so your investments can work hard for you -- and your future.


What type of client does the firm serve best?

Clute Wealth Management focuses on women in transition. If you’re facing new life challenges — a successful owner or manager of a rapidly growing business, someone with a recent inheritance or perhaps recently widowed, divorced, married, or about to be, or diagnosed or dealing with illness — then you’re a woman in transition, and you (and your loved ones) have special financial needs.