PARTNER ADVISOR

Kimberly Clouse

“I believe that a family’s wealth goes beyond the balance sheet and that the “why of wealth” is foundational to financial advice.”
INTRODUCTION

Having been a founder/CEO/owner, Kimberly is a thought partner for her business leader and executive clients.

For more than 20 years, Kimberly has offered an integrated family office approach, allowing her clients to benefit from the strategies that the country’s largest families use to manage their wealth. Going beyond investments, Kimberly’s work incorporates wealth transfer, tax, and philanthropic considerations as well as the intricacies of family dynamics.

FOCUS AREAS:
  • Consultative family office approach that integrates financial and non-financial goals while marrying high-touch service and high-tech delivery
  • Personal and philanthropic capital management consistent with each family’s individual impact objectives
  • Money Milestones framework under which we dynamically adjust strategies based on life events such as buying or selling a business
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WHY WE’RE DIFFERENT

See how AdvicePeriod is reinventing wealth management

Grounded in robust planning

While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.

Fueled by unique expertise

The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.

Marked by full access and transparency

There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.

Lead by industry mavericks

We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.

Shall we plan our first meeting?

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