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.
MAY 25 WEEKLY INSIGHTS
Quality factor can tilt equity exposure away from growing concentration
  • The equity quality factor targets companies with a high return on equity, low leverage, and low accruals — typically, growing companies with free cash flow.
  • With technology exposure broadly aligned to the S&P 500 (30.3% vs. 35.7%), investors can use this factor tilt to reduce reliance on Magnificent 7 names.
  • This tilt has been rewarded, with quality outperforming year-to-date (10.9% vs. 7.9% for the S&P 500).
  • CLA has maintained a quality factor fund in our U.S. equity strategy coming into 2026. (Source: Morningstar)
High net worth clients turning to long-short strategies for equity exposure
  • Direct indexing has become a mainstay for clients seeking tax alpha. The strategy replicates an index like the S&P 500 while harvesting tax losses by selling underperforming stocks and replacing them with close substitutes. 
  • Long-short strategies extend this approach by using leverage (e.g., 130/30 structure) to take both long and short positions, increasing opportunities to generate taxable losses. 
  • Portfolios with a long-short extension can harvest losses from both declining longs and rising shorts, enhancing loss generation while also aiming to track the benchmark. 
  • Consult your tax and wealth team to learn more about direct indexing (long-only) and long-short investing. (Source: Aperio)
Dislocation is driving compelling dynamics in real estate
  • A supply shortage in housing along with a higher cost to own verses rent has sustained a high occupancy rate in multifamily real estate.
  • Future lower interest rates may attract developers back to the market, but until housing starts shows improvement, there’s a dislocation in the market.
  • Some real estate developers are also forced to sell assets due to being overleveraged, creating opportunities for opportunistic buyers to acquire assets at discounts while benefiting from rising net operating income.
  • Reach out to your CLA advisor to learn more about how to take advantage of this dislocation. (Source: Bow River Capital)
     
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.