Wealth Advisory

Guidance to help you build, protect, and pass on what matters most.
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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.

NOVEMBER 9 WEEKLY INSIGHTS

Midterms are over: Stocks have a history of gains in the year after

  • With the midterm elections complete, a significant source of political uncertainty is removed, allowing markets to shift their attention toward economic growth, earnings, and monetary policy. 
  • Historically, the post-midterm period has been favorable for equities, and the S&P 500 has risen in the 12 months following every midterm election from 1950 through 2022 — 19 out of 19 times — with an average gain of 15.4%, regardless of which party won.
  • More importantly, fundamentals remain supportive and recent market gains have been driven primarily by earnings growth and improving corporate fundamentals rather than expanding valuations.
  • As the new Congress prepares to take office, continued economic growth and corporate profitability should matter more for the market’s direction than the election outcome itself. (Source: S&P Global)

Equity market dispersion highlights volatility beneath the surface

  • Leadership has broadened dramatically: Energy (+52.4%) and health care (+52.1%) have led year to date, with consumer staples (+20.5%) also outpacing technology (+18.3%).
  • The other side of dispersion is equally striking as communication services (-10.7%) and consumer discretionary (+0%) have meaningfully lagged, creating a wide gap between sector winners and losers.
  • Headline index returns can mask this underlying volatility — large differences among sectors mean investors may be experiencing substantially different outcomes even when broad-market indexes appear relatively stable. 
  • Increasing dispersion reinforces diversification and disciplined portfolio construction. In an environment where leadership is shifting, exposure across sectors and investment styles can be increasingly important rather than relying on the market’s recent winners. (Source: Morningstar)

Higher bond yields restore the power of the 60/40 portfolio

  • When bond yields start at 0%, a 60% stock and 40% bond portfolio has an expected return of just 4.2%, with expected volatility of 10.2%.
  • At a 5% starting bond yield, the same portfolio’s expected return rises to 6.2%, while expected volatility actually declines to 9.5% as bonds become both a source of attractive real returns and a portfolio risk-reduction asset.
  • Higher yields allow bonds to contribute meaningful income to total return while maintaining their important role in reducing overall portfolio risk.
  • This improves the balance of the traditional 60/40 portfolio, with stocks providing long-term growth potential and bonds once again contributing both income and diversification. (Source: Morningstar)
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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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.

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