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.

NOVEMBER 16 WEEKLY INSIGHTS

Strong corporate profits provide fundamental support for 2026 market gains

  • Corporate profitability accelerated sharply in 2026, with U.S. corporate profits rising 7.7% in the second quarter to a record $3.88 trillion.
  • Public-company earnings have also been exceptionally strong, with the S&P 500 on pace to post earnings growth above 25% for a third consecutive quarter.
  • Earnings growth is broadening beyond mega-cap technology, with the S&P 493 forecast to generate 27% year-over-year earnings growth in the third quarter, exceeding the magnificent seven stocks.
  • Third quarter corporate profits will be an important test of whether this momentum continues, and fundamentals remain supportive of further market gains. (Sources: U.S. Bureau of Economic Analysis; FactSet Insight; Russell Investments, as reported by CNBC)

Global inflation remains elevated and uneven

  • Global inflation remains elevated, with the International Monetary Fund (IMF) projecting headline inflation of 4.7% in 2026, up from 4.1% in 2025, before easing to 4.1% in 2027.
  • Higher energy prices remain an important source of inflation pressure, particularly for energy-importing countries, while food and services inflation also remain elevated.
  • Inflation varies considerably across major economies, with September readings ranging from 0.9% in China and 2.1% in Japan to 3.8% for countries using the euro and 3.7% in the U.S.
  • Inflation is expected to moderate, but returning to target may take time. The IMF expects U.S. and European core inflation to reach roughly 2% around mid-2028, suggesting interest rates could remain above pre-pandemic norms for some time. (Sources: International Monetary Fund; U.S. Bureau of Labor Statistics; Eurostat; National Bureau of Statistics of China; Statistics Bureau of Japan)

Labor market remains resilient as economic growth continues

  • Labor demand remains healthy, with job openings at 7.5 million in September, suggesting businesses continue to need workers even as the labor market has normalized from its post-pandemic highs.
  • Unemployment remained low at 4.1% in October, while nonfarm payrolls increased by 165,000 jobs, reinforcing the labor market’s resiliency. 
  • Continued job creation remains an important source of support for household income, consumer spending, and economic growth.
  • Wage growth is an important area to watch. Average hourly earnings increased 3.1% year-over-year in October, below the latest available inflation reading of 3.7% in September. If that gap persists, negative real wage growth could pressure household purchasing power. (Source: U.S. Bureau of Labor Statistics)
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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