Wealth Advisory

Guidance to help you build, protect, and pass on what matters most.
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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.

OCTOBER 5 WEEKLY INSIGHTS

GDP revision reveals stronger-than-expected economic growth

  • Second-quarter GDP was revised higher to 2.2% annualized growth, a notable increase from the initial 1.5% estimate, highlighting more economic resilience than previously understood. 
  • The revised data places economic growth modestly above its long-term trend, reinforcing the view the U.S. economy continues to expand at a healthy pace despite higher interest rates. 
  • Strong productivity gains remain a key growth driver, allowing businesses to produce more output without a corresponding increase in labor costs and helping offset economic headwinds. 
  • The continued productivity improvement helps businesses manage higher borrowing costs and tighter financial conditions, supporting corporate profitability and broader economic momentum. (Source: U.S. Bureau of Economic Analysis)

Jobs growth reaccelerates, reinforcing economic momentum

  • Private payrolls increased by 90,000 in September, exceeding expectations of 68,000 and signaling a welcome rebound in hiring activity after a softer summer stretch. 
  • The stronger-than-expected ADP report suggests employers remain confident in the economic outlook, with labor demand continuing despite elevated interest rates and ongoing policy uncertainty. 
  • A healthier labor market supports consumer spending, which remains the primary driver of U.S. economic growth and a key factor behind economic resilience. 
  • With employment trends improving as the country approaches the midterm elections, the report reinforces the narrative of a fundamentally strong economy characterized by steady job creation, continued business investment, and solid household finances. (Source: ADP)

Inflation continues to cool, completing a favorable economic trifecta

  • Core PCE inflation was 3% in August, below expectations of 3.3% and providing further evidence inflation is easing. 
  • The continued moderation in core inflation is encouraging because it tends to provide a clearer picture of longer-term price trends after removing more volatile economic components.
  • Rate hike expectations eased following the news, reversing weeks of rising interest rate concerns. The 10-year Treasury yield had climbed above 5% — reaching 5.29% — as investors anticipated a prolonged battle against inflation.
  • Combined with a stronger-than-expected jobs report and an upward revision to GDP growth, the latest Core PCE reading completes a favorable economic trifecta pointing to an economy expanding steadily while inflation pressures continue to ease. (Source: U.S. Bureau of Economic Analysis, U.S. Department of the Treasury)
     
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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