Hi! I’m Kate, founder of Red Clover Wealth Management, a firm
focused on helping those who serve build wealth so they can live
their best life. From military members, Veterans, and their families
to those who keep our government running and our communities
safe, we are here for you.
As the spouse of a retired Army veteran, I have first-hand
knowledge and experience of the breadth of financial decisions
military families must deal with while serving. I’ve dedicated my
life to helping military families navigate the complexities of military
pay and benefits and be more confident with the financial
decisions they make.
At Red Clover Wealth Management, we believe that financial
planning is about more than just money. It is about defining the
elements that need to be in place for you to live your ideal life and
then building the financial infrastructure so you can live that life
now and in the future.
We offer
focused on helping those who serve build wealth so they can live
their best life. From military members, Veterans, and their families
to those who keep our government running and our communities
safe, we are here for you.
As the spouse of a retired Army veteran, I have first-hand
knowledge and experience of the breadth of financial decisions
military families must deal with while serving. I’ve dedicated my
life to helping military families navigate the complexities of military
pay and benefits and be more confident with the financial
decisions they make.
At Red Clover Wealth Management, we believe that financial
planning is about more than just money. It is about defining the
elements that need to be in place for you to live your ideal life and
then building the financial infrastructure so you can live that life
now and in the future.
We offer
- Ongoing financial planning
- Investment Management
Contact Information
Kate Cote, CFP®, RLP®
Red Clover Wealth Management
Salem, MA 01970
703-677-4587
www.redcloverwealthmanagement.com