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 2 WEEKLY INSIGHTS

Consumer spending, business investment drive strong U.S. economic growth

  • U.S. economic growth accelerated in the third quarter, with real GDP expanding at a 3.4% annualized rate, up from 2.2% in the second quarter.
  • Consumer spending remained a key growth driver, increasing 3.8% and supporting the strong third-quarter expansion.
  • Private investment surged 19.4%, led by a 20.9% increase in equipment spending amid strong AI-related investment.
  • The labor market also remained firm, with initial jobless claims at just 194,000, below the 200,000 consensus estimate. (Source: U.S. Bureau of Economic Analysis, U.S. Department of Labor) 

The Fed pauses, but another rate hike remains on the table

  • The Federal Reserve held the federal funds rate at 3.75%-4% at its October meeting, following September’s 25-basis-point increase.
  • The 10-2 decision, with two policymakers preferring another quarter-point hike, underscores continued concern about inflation.
  • Strong GDP growth, low jobless claims, and elevated PCE inflation give the Fed little reason to quickly reverse course.
  • Energy prices add another complication: Higher oil prices can lift inflation while weighing on consumer purchasing power, raising the risk of slower real growth alongside continued price pressures. (Source: Federal Reserve)

AI investment enters its next phase as investors focus on returns

  • Artificial intelligence remains a significant driver of business investment, but investors are increasingly focused on whether that spending can generate sustainable earnings and cash flow.
  • The next phase of AI investment is likely to shift from building infrastructure to generating measurable economic benefits from those investments.
  • For investors, broader AI adoption could expand the range of potential winners, reinforcing the importance of diversified exposure rather than relying on a small number of companies to capture the AI economic benefits. (Source: U.S. Bureau of Economic Analysis, MarketPulse) 
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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