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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
CPWR LLP CPAs Joins CLA
Dallas — August 1, 2016 — CPWR LLP CPA joins professional services firm CliftonLarsonAllen LLP (CLA), on August 1, 2016.
“CLA is the firm that takes care of Main Street America,” says CPWR Managing Partner Ron Colburn. “I can’t think of a better match as we help our clients through the complexities of today’s market.”
For more than 20 years, CPWR has served organizations both large and small. As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and locations, while at the same time bringing an unparalled depth of capabilities, all in one place.
“Our clients won’t see a lot of change in our practice or in the personal way we connect with them,” says CPWR Partner Donna Peterson. “They will simply have access to an expanded range of services and deep industry experience, should a need arise.”
Clients want to be confident that when they need help — personally or professionally, today or in the future — CLA will bring relevant experience. To answer that need, CLA builds its diverse team to deliver an ever-broadening spectrum of wealth advisory, outsourcing, and public accounting capabilities.
“The CPWR team approaches clients in much the same way as CLA,” says Rick Baumeister, managing principal of CLA’s Dallas and Fort Worth offices. “A meaningful client experience goes beyond simply fulfilling a request — it’s about understanding where a client is, helping him or her discover possibilities, and forging a path to success.”
CPWR’s team alongside CLA totals more than 130 professionals in Dallas and Fort Worth, strengthening CLA’s presence in the area.
CLA has recently been selected among the 2016 Best Places to Work by the Dallas Business Journal.
CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 4,500 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.