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 10 WEEKLY INSIGHTS

Stocks surge to new highs in swift rebound

  • The S&P 500 broke above its previous high from earlier this year, reaching a new level above 7,700 after regaining lost ground in a remarkably short period. 
  • Strong corporate earnings growth and expanding profit margins helped drive the S&P 500 to a gain of 13.8% year-to-date.
  • Investor sentiment improved rapidly as concerns surrounding growth and energy prices eased, helping fuel a broad-based market advance. 
  • Amazon led the move among mega-cap stocks, surging roughly 20% in a single week and providing a significant boost to major equity indices. 
  • The speed of the rebound highlights the market's tendency to reward investors who remain disciplined during volatility, while also reinforcing the importance of maintaining diversified exposure to long-term growth assets. (Source: Morningstar)

Fed drops forward guidance, markets reprice uncertainty

  • Federal Reserve Chairman Kevin Warsh's decision to discontinue forward guidance marks a significant shift in monetary policy communication, reducing the Fed's reliance on pre-communicated rate paths. 
  • Supporters argue the move restores genuine market price discovery by preventing policy inertia and allowing the Fed to respond more flexibly as economic conditions evolve. 
  • Eliminating explicit policy commitments may also reduce the false sense of certainty that can distort asset prices and encourage excessive risk-taking when investors assume future policy outcomes are predetermined. 
  • The tradeoff is greater market volatility. While the policy change increases the Fed's flexibility, investors now have less clarity on how policymakers intend to achieve inflation objectives.
  • CLA continues to monitor the steepening yield curve, higher risk premiums, and other effects of this policy guidance shift. (Source: Apollo)

A historic $8.3 trillion sit in money markets

  • U.S. money market fund assets recently climbed to a record $8.3 trillion, a continuing trend reflecting investors' continued preference for liquidity and attractive short-term yields. 
  • Elevated cash balances suggest many investors remain cautious despite resilient economic growth, moderating inflation, and positive long-term capital market expectations. 
  • While money market funds benefited from higher short-term interest rates over the past several years, today's yields are highly dependent on Fed policy and can decline quickly as rate cuts occur. 
  • Rather than maintaining excessive cash allocations, investors may benefit from a disciplined bond ladder or diversified fixed income allocation designed to balance liquidity needs, income, and long-term return objectives.
  • Work with tax and wealth advisors to learn more about cash management strategies, helping to enhance yield and engage tax-exempt investments. (Source: Bloomberg)
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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