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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Mack, Roberts & Company Joins CLA
Portland, Oregon — January 3, 2017 — Mack, Roberts & Co., L.L.C., supporting growth of Northwest companies for 50 years, joined professional services firm CliftonLarsonAllen LLP (CLA), effective January 1, 2017.
“For several years, we have worked with CLA to offer our clients capabilities that complement our team’s services,” says Mack, Roberts, & Company Managing Member Vaughn Schneider. “We’re excited to join CLA, extend the trust we’ve established, and continue to offer the personalized, proactive, hands-on approach our clients have come to expect.”
Drawing on the resources of experienced industry professionals, with a key focus on private businesses and their owners, CLA builds extraordinary teams to help private businesses and their owners explore their opportunities.
“We believe in our clients’ dreams for their companies, their communities, and themselves,” says CLA Seattle Managing Principal Paul Bailey. “Vaughn and the Mack Roberts team are known for the deep relationships they build with clients across generations — those connections are what allow us to support and guide our clients throughout their journey.”
Over the years, CLA has developed capabilities in response to its clients’ needs. When clients needed access to capital, the CLA team figured out how to serve them. When clients were anxious about risks, CLA found ways to reassure them. When clients began to consider plans for succession, CLA explored ways to help. Mack, Roberts & Company and CLA share this commitment to serve each client’s unique requests.
The Mack, Roberts, & Company team will continue to serve clients locally and nationally from their Portland, Oregon office.
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 deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of services to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.