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 31 WEEKLY INSIGHTS

Inflation pressures ease as the Fed reassures bond markets at Jackson Hole

  • Recent personal consumption expenditures (PCE) inflation data showed price pressures remained relatively stable, with core PCE matching the previous at 3.3% year-over-year. 
  • Investors closely watched the Jackson Hole Economic Policy Symposium for greater clarity on the Federal Reserve's policy outlook and commitment to price stability. 
  • Fed communication helped reinforce confidence policymakers remain focused on balancing inflation risks with sustaining economic growth. 
  • In today's higher-rate environment, municipal bonds can play an increasingly important role in financial planning by offering attractive tax-efficient income. (Source: BEA) 

AI momentum continues as Nvidia delivers another strong earnings beat

  • Nvidia reported better-than-expected revenue and earnings, reinforcing continued demand for AI infrastructure and accelerated computing solutions. 
  • Investors remain focused on whether large technology companies can generate returns on their significant AI-related investments, with Nvidia serving as a key barometer for the broader AI ecosystem. 
  • The results support the view AI spending remains a major growth driver across semiconductors, cloud computing, and digital infrastructure. 
  • Strong AI demand continues to benefit companies, extending one of the market’s most important secular growth themes. (Source: EDGAR)

Global diversification remains key as trade tensions reemerge

  • The recent escalation in U.S.-Canada tariff tensions serves as a reminder trade-related risks can emerge quickly, creating uneven impacts across countries. 
  • Despite rising trade tensions, economic fundamentals remained resilient, suggesting long-term investors may be better served by focusing on broad global growth opportunities rather than reacting to near-term geopolitical developments.
  • Geographic diversification can help reduce reliance on any single economy or policy regime, a benefit that may become increasingly valuable as global trade relationships become more fragmented.
  • CLA continues to focus on global growth, diversifying across countries while maintaining an overweight to U.S. investments. (Source: CLA Outlook)
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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