Wise investing helps you get where you want to go.
CliftonLarsonAllen’s salaried investment advisors will put your interests first.
Whether you’re looking to grow assets, create sustainable income, or preserve wealth, we’ll customize a diversified portfolio to help achieve your dreams.
What’s on your mind?
- Reducing money anxiety (e.g., outliving your assets)
- Leaving a legacy for heirs, charities, and/or your community
- Working with the right financial advisory team
- Navigating the expansive investment landscape and volatile market conditions
- Determining the appropriate level of risk
- Balancing spending and saving
- Not giving in to hype and investment fads
- Planning for retirement
- Simplifying complex financial issues
A unique approach
Your goals will direct how we approach managing your money. We evaluate your objectives, net worth, desired lifestyle, risk tolerance, and tax position to determine the appropriate portfolio for your situation.
We believe that most public capital markets are highly efficient, integrating information into prices very quickly, and that disciplined, long-term, and strategic asset allocation rewards investors over time. Our approach can help you avoid permanent and catastrophic loss due to concentration risk, timing errors, and ineffective allocations. In addition, we utilize tax-aware strategies to help you enjoy more of your investment earnings. Our intent is to see that your assets maintain a high probability of meeting your liabilities.
You may need assistance with personal investments up to and through retirement, and possibly across generations, so our wealth advisory capabilities are integrated with our CPA services. You’ll benefit from unbiased, coordinated advice from a collaborative team of professionals with years of experience in the money management industry. You can trust one firm for all of the financial guidance you need.
CLA Wealth Advisors has formed relationships with firms such as ALTUS, BlackRock, Inc., Dimensional Fund Advisors (Dimensional), and Window Rock Capital Partners, LLC, so you gain a broad and deep set of investment options, and Envestnet | Tamarac™ to streamline operations and offer a seamless, integrated experience.
Investment management services
- An institutional approach, formal investment committee
- Best-of-class research, asset managers, and tools available through strategic partnerships
- Business succession planning
- Capital markets updates on current economic conditions
- Customized portfolio solutions in four investment segments: growth, income, preservation, private offerings (e.g., real estate, including Opportunity Zone funds, private equity, distressed debt)
- Discretionary asset management
- Divorce valuation
- Family office
- Financial planning
- In depth analysis of portfolio managers and securities
- Insurance and risk management
- Risk mitigation strategies
- Section 1031 like-kind exchanges and Delaware Statutory Trusts (DSTs)
- Strategic asset allocation
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.