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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Four Point Partners Joins CliftonLarsonAllen
Minneapolis — January 4, 2016 — Four Point Partners has joined professional services firm CliftonLarsonAllen (CLA), effective January 1, 2016, with each of their partners joining CLA as a principal.
“It wasn’t the first time we were approached by other firms,” says Marc Bouchard, partner at Four Point Partners. “After just one conversation you know if there is a compelling cultural fit. That matters in a relationship business — trust and empowerment enable our team to deliver optimal results.”
Success is not just about the numbers, the outcome, or the goal — it’s also about who you are along the way. Four Point and CLA team members have business acumen, sound judgment, and a sense of self-awareness allowing them to immediately impact clients’ goals.
“Our clients trust us to help them navigate opportunities and rapidly changing environments,” says Terry Enger, chief practice officer at CLA. “I have known Marc for more than 20 years, and am excited to welcome Four Point as we continue to strengthen our outsourcing capabilities in order to respond to clients’ evolving needs.”
Helping organizations with large-scale project initiatives and changing business conditions requires a team with diverse talents. The suite of capabilities CLA provides today came together for one reason — clients expressed a need, and CLA responded.
“As CLA we can help organizations in new ways,” says Amy Fields, partner at Four Point Partners. “Our capabilities are enhanced from both a service and a geographic perspective, and that is good for our clients.”
Four Point’s team of 75 will continue to serve clients locally and nationally from their current location, as a division of CLA.
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.