Kevin M. Clouse

Integrity, Accountability, Honesty

For over 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.

Social Media

View my social profiles on

25-01-3892351_investorsedge_winter2026_news_kc_qc4-4e62e7efdc054911bb196f6807ab084b.pdf

In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

Want your business and employees to thrive after you retire? Have you considered an ESOP? I can answer your questions and help you plan. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information see Legal and Tax Advice: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice

If someone you know has conservative spending habits, radiates calmness and confidence, or even works multiple jobs, they might be wealthier than they look.

10 Subtle Signs Someone Is Wealthier Than They Look - Money Digest

Wealth isn't always about flashy cars or designer labels. This article highlights subtle signs of hidden wealth such as strategic saving, quiet investments, and living below one's means. True financial success often comes from smart, understated habits. #WealthMindset #PersonalFinance

Edit

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.

Your Team

Kevin Clouse, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager

Aimee Kelly

Senior Investment Associate

Bulletin Board

May 10, 2022

Strength you can trust
November 20, 2025

Year End Check List
July 10, 2023

Investor's Edge
June 1, 2023

Global insight weekly
January 26, 2026

Market week
October 28, 2024

Market cycle quilts

Global Insight Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Wealth insights guide for young professionals

Young Professionals Guide Today’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Sorry we couldn't submit this form at this time. Please try again later.

Let's start the conversation

Thank you!
Thank you for providing the requested information.

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

First name *

First name is a required field.