Kevin M. Clouse, CFP®

Integrity, Accountability, Competency, Humility, Professionalism, Compassion, Honesty

For almost two decades, successful entrepreneurs, executives, and retirees have sought my assistance to evaluate complex financial issues and provide innovative solutions integrating business, family and personal wealth planning strategies.

As a CERTIFIED FINANCIAL PLANNER^TM my professional priorities are to:

• Know my clients’ story – where they have been, where they are and where they are going.
• Understand my clients’ perspectives on important money issues.
• Assist (and sometimes challenge) my clients in making wise financial choices.
• Set realistic financial goals for my clients that best suit their situation.

Through this process of asking questions, defining priorities, and clarifying goals and values, I help my clients achieve, and maintain, their vision of success.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and experience.  If you are not currently a client feel free to contact me and set up a meeting.