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.
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.

SEPTEMBER 7 WEEKLY INSIGHTS

U.S. manufacturing expands as AI-driven productivity gains build momentum

  • The U.S. Manufacturing Purchasing Managers’ Index remained firmly in expansion territory at 53.9, matching last month’s strong reading and signaling continued strength in industrial activity despite a higher-rate environment. 
  • Recent economic growth is driven more by gains in output per worker than by increases in the size of the workforce, highlighting an increasingly productivity-led expansion. 
  • As AI adoption broadens across industries, businesses are unlocking efficiency gains supporting higher production levels while limiting labor-cost pressures. 
  • With average industry use still around 21% for many AI applications, productivity gains may increase, creating the potential for a longer-lasting investment and earnings cycle as adoption accelerates. (Source: JP Morgan, ISM®)

Small caps pause after strong rally, providing opportunity for long-term investors

  • After rallying more than 20.8% year-to-date, small-cap stocks appear due for a natural pause as investors digest gains and reassess monetary policy outlook.
  • Recent Jackson Hole commentary reinforced while inflation pressures are stabilizing, the Federal Reserve remains willing to hold rates higher for longer, keeping financial conditions somewhere between neutral and restrictive. 
  • Higher borrowing costs continue to weigh disproportionately on smaller companies, which typically have greater reliance on external financing and floating-rate debt than large-cap peers. 
  • For long-term investors, pullback could present an opportunity to review and potentially add to small-cap allocations, particularly given their attractive long-term return prospects once monetary policy becomes less restrictive. (Source: Morningstar)

Healthy municipal fundamentals create option to take selective credit risk

  • The additional yield compensates investors for taking measured credit risk while remaining in the investment-grade market, making BBB municipals an attractive source of tax-efficient income. 
  • 10-year BBB municipal bonds offer tax-equivalent yields above 6.4%, compared to roughly 4.8% on 10-year Treasuries, creating a meaningful income advantage for investors in higher tax brackets. 
  • Municipal fundamentals remain supportive, with healthy state and local government finances, historically low default rates, and credit pressures largely isolated to specific issuers rather than the broader market. 
  • Strong reinvestment demand, favorable municipal-to-Treasury valuations, and projected principal and coupon cash flows provide a constructive backdrop for selectively adding municipal credit exposure. (Source: Columbia Threadneedle)
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.