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.

AUGUST 24 WEEKLY INSIGHTS

Treasury intervenes after long-term yields hit multi-decade highs

  • The U.S. Treasury’s announcement of an expanded bond buyback program helped push long-term Treasury yields sharply lower. 
  • The move comes after 30-year yields recently climbed to 5.31%, their highest level in nearly 19 years, reflecting elevated inflation concerns and heavy government borrowing. 
  • By repurchasing outstanding securities, the Treasury aims to ease some of the supply pressure that has weighed on longer-dated bonds. 
  • As the Fed heads to Jackson Hole next week, lower long-term yields may be a catalyst that gives greater flexibility in policy to keep rates unchanged. (Source: U.S. Treasury)

Economic resilience continues to support risk assets

  • Despite periodic volatility, risk assets have remained well-supported by a resilient economic backdrop, with healthy consumer spending, a stable labor market, and continued corporate earnings growth. 
  • Corporate bond spreads remain near historically tight levels, indicating that credit investors continue to view recession risks as relatively low and corporate fundamentals as generally sound. 
  • Tight credit spreads signal, as a coincident economic indicator, broad market confidence in companies' ability to service debt and navigate a higher-rate environment. 
  • While valuations across some risk assets appear elevated, supportive economic fundamentals and stable credit conditions dictate maintaining exposure to diversified growth-oriented assets remains appropriate for long-term investors. (Source: FRED)

Private credit remains a compelling income opportunity amid evolving market conditions

  • Higher base rates have kept floating-rate direct lending yields elevated, allowing private credit investors to benefit from increased income as loan coupons reset upward with interest rates. 
  • The asset class is navigating a more challenging environment, with selective increases in defaults, restructurings, and PIK (payment-in-kind) activity, underscoring the importance of manager selection and underwriting discipline. 
  • Liquidity conditions have evolved as borrowers face higher financing costs, but private lenders continue to play a critical role in providing customized financing solutions where traditional banks remain more constrained. 
  • From a portfolio construction standpoint, a modest allocation to private credit remains appropriate for many investors, offering attractive income potential, diversification benefits, and reduced interest-rate sensitivity relative to traditional fixed income, while recognizing the tradeoff of lower liquidity. (Source: Cliffwater)
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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