A complete list of active advisors currently associated with Red Clover Wealth Management, LLC

Warmer can help you find a great advisor at Red Clover Wealth Management, LLC or one who fits your needs even better.

Red Clover Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates and small businesses. The firm manages about $30.1 million in client assets across roughly 65 client relationships and accepts clients without a firm minimum account size. The adviser builds customized portfolios using asset allocation together with fundamental and technical analysis and may trade under discretionary authority to implement client strategies. Clients receive quarterly custodian statements and written performance reports, with at least annual in-person reviews and additional monitoring tied to market or life‑event changes. The firm was re-established in Massachusetts in late 2025 after relocating and continues a practice lineage that began in 2012, operating without broker‑dealer or third‑party manager affiliations and avoiding soft‑dollar arrangements and wrap programs. It offers planning both as limited hourly engagements and as an ongoing monthly subscription alongside its asset management services, which may appeal to clients seeking integrated planning and investment oversight from a compact advisory platform.

To learn more about the advisors currently working at Red Clover Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kate Cote	Salem, MA	14

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