RED CLOVER WEALTH MANAGEMENT
Empowered Wealth Management for Women
At Red Clover Wealth Management, we help high-achieving women define their ideal life, build a financial plan to confidently get there, and support them in maintaining their wealth and creating lasting legacies.
That trip to Europe that I’ve always wanted to take.
My beach front retirement.
The legacy I’ll leave for my family.
ABOUT RED CLOVER WEALTH MANAGEMENT
Built by Women for Women
As a women-owned wealth management firm, we understand the unique financial journeys women face. Our approach is rooted in:
Helping You Live Your Best Life Now AND In The Future
Instead of first considering the financial implications of our decisions, what if we started by identifying the essential elements we need to live our most fulfilled lives? That’s just what we do. This is why our clients are happier—they are living their ideal life now and know they will be in the future too.
Making A Plan & Portfolio As Unique As You
We work with you in a collaborative, judgment-free space to help you define your ideal life (beyond just money) and then we’ll create deeply personalized financial strategies tailored to your unique values, goals, and definition of happiness.
From career changes to estate planning, working through and toward your ideal life can be a lot easier if you have a knowledgeable partner by your side, guiding the way and rooting for you. Red Clover Wealth Management is here to provide the expertise and support you need to navigate every financial decision with confidence.
Empowering You
Comprehensive Financial Planning & Wealth Management
We specialize in helping women achieve financial clarity and security through comprehensive wealth management strategies.
OUR SERVICES
Retirement Planning
Estate Planning & Legacy Building
Defining Your Ideal Life & Setting Goals
Cash Flow Planning
Investment Management
Tax Planning
Insurance Planning
Charitable Giving
Career Transitions
WHO WE SERVE
Women Who Lead, Nurture, and Build
We proudly partner with ambitious, purpose-driven women who value a thoughtful, collaborative approach to building wealth.
28%
Women Professionals, Business Owners & Executives
38%
Military Spouses, Veterans, Families
34%
Government Professionals & Leaders
RED CLOVER WEALTH MANAGEMENT’S METHODOLOGY
A Happiness-Driven, Holistic Approach to Wealth
- Discover Your Ideal Life
At Red Clover, our high-touch process begins with truly listening. We get to know your ambitions, values, and the people and causes that matter most to you. This allows us to get to know you and understand your motivation, priorities, and personality, and ultimately to answer one very important question: What does your ideal life look like?
- Design a Living Action Plan
With a full understanding of what brings you joy and purpose, we help you identify your financial priorities. Whether it's early retirement, legacy building, charitable giving, or simply having more time with family, we craft a dynamic financial strategy that includes financial guidance, investment management, and optimizing taxes, aligned into a comprehensive roadmap to help you start living your ideal life now, not “someday.”
- Guide and Empower You To Grow
Life changes, and your plan should too. That’s why we provide ongoing support, regular check-ins, and active monitoring to ensure your wealth management strategy evolves with your needs. And when you face big decisions (or even little ones), we’re here as your trusted sounding board, every step of the way.
Decades of Experience in Your Corner
At Red Clover Wealth Management, Kathleen Cote, CFP®, RLP® brings more than 25 years of collective financial expertise to the table and has been proudly in business helping women shape lives they love since 2012.
Get In Touch
We are currently taking new clients by referral only. If you've been referred by a trusted client or partner, we'd love to hear from you.
Who may we thank for the referral?*
