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.

SEPTEMBER 28 WEEKLY INSIGHTS

New tax incentives arrive in 2027 with Opportunity Zones 2.0

  • The recently enacted One Big Beautiful Bill Act introduces the next generation of Qualified Opportunity Zone incentives, creating new planning opportunities beginning in 2027.
  • Opportunity Zones 2.0 are designed to encourage long-term investment in designated communities while providing potential tax benefits for eligible investors.
  • Investors considering capital gain events may benefit from evaluating whether Opportunity Zone strategies align with their broader wealth, tax, and legacy planning objectives.
  • Given the new rules and implementation timeline, now is an ideal time to begin proactive planning. Reach out to your tax and wealth advisory team to learn how Opportunity Zones 2.0 may fit within your financial plan. (Source: OBBBA)

Blue-chip value stocks deserve a fresh look

  • The S&P 500 remains within striking distance of all-time highs, reflecting continued investor sentiment, while portfolio positioning may benefit from broadening earnings.
  • Signs of market rotation suggest leadership may be broadening beyond a narrow group of mega-cap technology stocks, creating opportunities in sectors that have lagged the recent rally.
  • Earnings momentum is improving across a wider range of industries, supporting the investment case for established blue-chip companies with durable cash flows and attractive valuations.
  • Investors should review traditional value-oriented names where fundamentals may be strengthening while valuations remain comparatively reasonable. (Source: J.P. Morgan)

Managing single-stock risk after years of tech outperformance

  • After several years of strong gains in a handful of large-cap technology stocks, many investors face elevated concentration risk and greater exposure to company-specific volatility. Option overlay strategies can help manage that risk without requiring an immediate sale of appreciated holdings.
  • A covered call strategy allows investors to generate additional income by selling call options against an existing stock position. The option premium can add portfolio cash flow and provide a modest buffer against declines, in exchange for limiting a portion of potential gains.
  • A collar strategy combines a covered call with the purchase of a protective put, creating a defined range of potential outcomes. This approach can help protect against significant losses while maintaining ownership of the stock and potentially deferring capital gains.
  • For investors with concentrated positions or low-cost-basis portfolios, option overlays can provide a tax-aware risk management tool by reducing company-specific stock risk, generating income, and creating a path toward greater diversification over time. (Source: BlackRock)
     
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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