About Us
A holistic wealth management firm focused on serving Veterans and business owners.
We help clients build, maintain, and enjoy a wealthy life.
Clear, Holistic Financial Advisory Services to Navigate an Increasingly Complex World
Life can take you in many directions. Sometimes, when you’re on the journey, it’s not possible to see what’s ahead because you haven’t turned the corner yet. Other times, the directions are clear, and the road is smooth. As a team of certified financial professionals, we are committed to helping our clients navigate the complexities of today’s financial landscape by providing realistic advice, a clear plan of action, and helping them make progress toward their goals.
PURPOSE DRIVEN FINANCIAL PLANNING
Starting with a clear picture of what wealth means to you and the kind of life you want, we create a step-by-step plan and guide you to financial happiness.
INVESTMENT MANAGEMENT
Once your plan is in place, we help you align your investments with a customized portfolio.
INTEGRATED TAX PLANNING
Our holistic approach means we cover all areas of your finances, taxes included. Your tax situation will be reviewed regularly to balance taxes paid today with taxes paid in the future. The goal is to reduce taxes paid over your lifetime. Tax preparation is offered through our sister company, Clear Insight Tax.
Always a fiduciary. Always fee only. Clients work with us because we understand the challenges military, government employees and business owners face.
Get Started on the Path to the Future You Want
Meet the Team That Has Helped Clients Soar for More Than 50 Years
The team at Clear Insight Wealth Management are experienced financial professionals, each distinguished by their record of success and their commitment to client service.
Becky Meats
Certified Public Accountant,
Personal Financial Specialist
Partner
Becky Meats has been transforming financial and tax chaos into calm for more than a decade. A firm believer that money is a tool that allows us to make our dreams happen, she thrives off simplifying clients’ finances and helping them find financial success.
Kate Cote
Partner
Kate Cote has over 20 years of experience in the financial service industry. She is well-versed in the financial benefits and challenges of military and government careers and helps families maximize their opportunities to live their best lives now.
Certified Financial Planner™
Adrienne Ross
Partner
Adrienne Ross has been helping families and business owners become more informed financial decision-makers for more than 15 years. She enjoys empowering clients to solve difficult challenges and improve their financial lives.
Certified Financial Planner™
Omen Quelvog
Financial Advisor
Omen Quelvog served our country for 25 years in the United States Marine Corps. He enjoys helping clients become more comfortable and confident with their financial future–reducing their stress and anxiety around money.
History
Our Story
Each of the partners of Clear Insight Wealth Management started out as a female solopreneur delivering exceptional financial services. They met and united their knowledge and experience into a powerhouse focused on the unique financial needs of business owners, military families, and government employees.
Clear Insight Wealth Management is a women-owned, comprehensive wealth management firm with strong roots in military life and government service. Our clients are quietly extraordinary, focused on service, running great businesses, and daring to lead great lives. We offer integrated services ranging from business planning strategies to becoming work optional to optimizing taxes.
Our approach is tailored to each client’s unique needs. We believe in balance: living, spending, saving, and investing confidently. Whether you are considering retirement, a career change, or simply want to live your best life now, we’ll help you create a plan that is true to you.
The Big Picture and the Small Details
Our commitment to you goes beyond advising. We strategize, clarify, and deliver ongoing financial planning that serves as an action-oriented roadmap for our clients. With decades of experience, we are adept at connecting the dots for clients and asking meaningful questions, so clients fully understand every part of the wealth-building and happiness equation.
Clear Insight Wealth Management uses a collaborative process with our clients. We help clients navigate the complicated emotions and circumstances associated with money to reach goals, care for loved ones, and take joy in the life they’ve built. We have helped countless families build their financial freedom and can help you do the same.
