Wealth Advisory

Guidance to help you build, protect, and pass on what matters most.
Let's Talk Client Login
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.

OCTOBER 26 WEEKLY INSIGHTS

Higher bond yields are reshaping the stock-bond trade-off

  • With 10-year AA corporate bonds yielding 5.86% and the S&P 500 trading at 20.2x earnings, CLA’s stock-bond valuation measure points to a particularly compelling relative-value opportunity in bonds.
  • Higher yields have meaningfully improved the potential returns from fixed income, while elevated equity valuations mean investors are paying a premium for future stock-market growth. 
  • The comparison doesn’t suggest abandoning equities, but it raises the hurdle stocks must clear to justify their additional market risk when high-quality bonds offer competitive yields. 
  • With the stock-bond trade-off becoming more compelling for fixed income, review if your allocation meets your objectives, risk tolerance, and income needs. (Source: CLA, FRED, Morningstar)

A broadening market creates opportunity for dividend growers

  • As market leadership broadens beyond concentrated growth stocks, dividend-growing companies offer another avenue for participation, with the dividend strategy up 5.6% year-to-date. 
  • The strategy focuses on blue-chip companies with a 25-year history of paying and growing dividends, combining current income with the potential for capital appreciation. 
  • This long-term discipline emphasizes established companies with a consistent commitment to shareholders, providing a quality-oriented approach that has historically helped limit downside participation.
  • CLA recommends a dividend strategy — through either an exchange-traded fund or a separately managed account — as part of a strategic complement to a diversified equity portfolio for investors seeking to moderate risk. (Source: Yousif Capital Management)

Global diversification balances growth potential with valuation discipline

  • U.S. equities continue to offer strong growth potential, but elevated valuations mean investors are paying a premium, particularly where high expectations for future earnings growth are reflected in stock prices. 
  • International markets provide a more attractive relative valuation backdrop, with Eurozone and Japanese equities trading at a significant discount to U.S. stocks despite consensus earnings-growth forecasts comparable to the U.S. 
  • Emerging markets broaden the opportunity set by providing exposure to different economic and investment cycles, including easing financial conditions in some markets and continued investment in advanced manufacturing and technology. 
  • Global diversification brings these opportunities together, allowing investors to participate in U.S. growth while also accessing different valuation levels and growth drivers across developed international and emerging markets. (Source: JP Morgan)
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.