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.

JULY 6 WEEKLY INSIGHTS

Manufacturing rebound drives broad-based gains in cyclical sectors

  • The ISM Manufacturing PMI moved back above the 50 level late last year, signaling a return to expansion and suggesting U.S. manufacturing activity is stabilizing after a prolonged slowdown. 
  • Improving demand conditions, easing supply constraints, and a gradual inventory normalization cycle are supporting a rebound in production, reinforcing the narrative of a cyclical manufacturing recovery. 
  • Equity markets reflect this shift, with cyclical sectors tied to industrial activity — particularly industrials and materials — posting strong gains year-to-date (industrials +17.6%, materials 13.5%) as investors rotate toward economically-sensitive segments. 
  • Energy, another sensitive sector, has benefited from firmer commodity prices and improving global demand expectations (energy +21.1% YTD), further aligning with the broader theme of economic re-acceleration and manufacturing strength. (Source: CLA Outlook, Morningstar)

Look beyond the Bloomberg Aggregate Index for diversification and income

  • U.S. Treasuries now represent roughly 48.8% of the Bloomberg U.S. Aggregate Bond Index (Agg), reflecting a steady rise driven by increased government issuance and deficits. 
  • Treasury exposure climbed to all-time highs, up from 37.8% in June of 2015, continuing a longer-term trend of growing dominance within the index. 
  • Because the Agg index is issuance-weighted, rising Treasury supply automatically increases its index share, crowding out securitized and spread sectors and making the index more interest-rate sensitive. 
  • With nearly half of the index tied to Treasuries, investors should understand the constituents of the U.S. bond market and look for diversifying exposure from outside the index. CLA recently incorporated flexible income strategy to obtain non-Agg exposure. (Source: BlackRock)

Labor market resilience persists as hiring beats expectations

  • The latest U.S. Bureau of Labor Statistics jobs report reflects a resilient but moderating labor market, with nonfarm payrolls rising by 172,000 in May, 179,000 in April, and 214,000 in March, with unemployment holding at 4.3%, signaling continued expansion but at a more measured pace. 
  • Wage growth cooled to around 3.4% year-over-year, suggesting easing labor cost pressures, which is a constructive development for inflation but still above levels fully consistent with the Federal Reserve’s 2% target. 
  • The broader trend points to a “low-hire, low-fire” environment, where hiring has slowed but layoffs remain limited, supporting economic stability even as growth momentum softens. 
  • For the Fed, the labor market sits in a delicate balance — still tight enough to support consumption, but gradually cooling, reinforcing a cautious policy stance as it weighs lingering inflation against signs of economic deceleration. (Source: BLS, FRED)
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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