Wealth Advisory

Guidance to help you build, protect, and pass on what matters most.
Let's Talk Client Login
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.
Let’s Connect

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.

OCTOBER 19 WEEKLY INSIGHTS

Market volatility can create tax-planning opportunities

  • While year-end is a natural checkpoint to review taxable portfolios for unrealized losses, an ongoing approach allows investors to evaluate losses as they occur rather than relying on a single year-end window.
  • Recent market volatility has created harvesting opportunities to review positions and assess whether each holding still serves its intended role.
  • Tax considerations should support rather than dictate investment decisions. Loss harvesting can be incorporated alongside broader portfolio decisions about allocation, risk, and long-term objectives.
  • Tax-loss harvesting works well when integrated with the broader wealth plan, including portfolio construction and other tax-efficient strategies. Connect with your tax and wealth team to learn more.

Inflation comes in hot, but long bonds aren’t buying it

  • September Consumer Price Index came in at 3.7% year-over-year, underscoring inflation remains a challenge despite progress from prior highs.
  • Ordinarily, hotter inflation can pressure long-term bonds, as investors demand more yield to compensate for inflation eroding future purchasing power.
  • Yet the 30-year Treasury yield has fallen from its recent 5.73% peak to 5.51% last week, moving in the opposite direction despite the hotter inflation reading.
  • Long-term bond yields suggest markets may be looking beyond today’s inflation data, reinforcing why investors should avoid positioning portfolios around any single economic release. (Source: U.S. Bureau of Labor Statistics)

A stronger dollar gives Americans an advantage in a less global world

  • The dollar is strengthening again with the U.S. Dollar Index up roughly 4.3% year-to-date, increasing the relative purchasing power abroad.
  • Dollar strength can provide consumers a partial cushion against higher global costs as a stronger currency makes foreign goods, services, and international travel less expensive.
  • That purchasing-power advantage takes on added importance as globalization retreats. If supply chains become more regional and trade barriers increase, currency strength can help offset some of the higher costs associated with sourcing goods internationally.
  • In an environment where countries increasingly prioritize domestic production and economic security, a strong dollar gives American consumers and businesses greater relative buying power in global markets. (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.
Learn More

Recognized and honored

Insights

See All Insights

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

See more

LET'S CONNECT

We’d love to get to know you better.

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

Broker check

Access FINRA's BrokerCheck to get background information for CliftonLarsonAllen Wealth Advisors, LLC.

Customer Relationship Summary

Access the Form CRS for CliftonLarsonAllen Wealth Advisors, LLC.