Wealth Advisory

Guidance to help you build, protect, and pass on what matters most.
Measured impact
$16.55B
Assets under management
5k+
Households served
100k+
Individual tax returns filed annually

One coordinated approach to complex decisions

Managing wealth today requires more than standalone advice. By bringing tax, wealth, and business planning together, we help you make informed decisions, reduce complexity, and move forward with confidence—no matter what stage you’re in.
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What matters most

Advice that adapts as you evolve

Your priorities don’t stay static, and neither should your advice. We help you make confident decisions across life events, business transitions, and generational planning by aligning tax, wealth, and financial strategies around what matters most today and what’s ahead.

JUNE 22 WEEKLY INSIGHTS

Intra-year volatility is normal — staying invested matters most

  • Despite recent volatility, the S&P 500 is still up 9.1% year-to-date (as of June 17), highlighting continued resilience.
  • The Federal Reserve’s June 17 meeting under new Chairman Kevin Warsh had no hike in interest rates. But a lowering of GDP growth expectations from 2.4% to 2.2% amid higher inflation pressures, sent yields higher with the aggregate bond index now -1.4% year-to-date (as of June 17).
  • Intra-year drawdowns are normal, with markets historically experiencing temporary declines even in years finishing positive, reinforcing the importance of staying diversified across asset classes and regularly rebalancing portfolios.
  • Connect with your wealth advisor to align your asset allocation with a long-term strategy designed to capture growth through market volatility. (Source: Morningstar)

Abundant capital drives “yield-taker” behavior across credit markets

  • Elevated liquidity and favorable market conditions continue to support a shift towards income-oriented investments.
  • U.S. 30-year treasuries currently yield near 5% while 30-year U.S. municipal AAA bonds have an attractive tax free around 4.5%.
  • CLA continues to favor municipal bonds and mortgage bank securities as high-quality yield in a diversified portfolio. (Source: FRED)

Public REITs positioned for recovery with strong income and growth tailwinds

  • REIT valuations remain attractive relative to historical averages, creating a compelling entry point as investors position for potential rate stabilization or gradual cuts in 2026.
  • Improving access to capital and lower financing costs, combined with strong demand in sectors like industrial, data centers, and residential, support renewed REIT growth, earnings resilience, and balance sheet strength.
  • REITs offer a differentiated income opportunity, with above-average dividend yields and potential for both income and price appreciation as macro conditions normalize and investor allocations return to real assets.
  • CLA has a robust real estate platform across both public and private markets that can help take advantage of market dislocations. (Source: CLA Outlook)
Our team
156
wealth professionals
40+
locations nationwide
100
clients served on average per advisor
$250M
average AUM per advisor
CLA private client services brings tax and wealth advisory together
Aligning your investments, estate plans, and business transactions within a comprehensive tax and wealth planning approach can bring big returns.
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Insights

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Personal focus, not incentives

We work with a broad range of clients, including business owners, family offices, individuals, institutions, private equity and capital venture groups, women, and senior corporate executives.

Our advisors act with your interests in mind, bringing deep, multidisciplinary experience, across Certified Public Accountants (CPAs), Certified Financial Planner (CFP®) practitioners, and Chartered Financial Analysts (CFAs) to deliver seamless, comprehensive support.

People

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We’d love to get to know you better.

To get started, submit the form below or call us at 1-888-529-2648.

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