Together we’ll create opportunities
When your financial life grows more complex, decisions about taxes, investments, estate planning, and legacy are deeply connected. CLA private client services brings tax and wealth planning together, so every decision works in concert and moves you toward what matters most.
Our advisors are focused on helping you:
- Build, manage, and preserve wealth
- Make proactive, tax‑efficient decisions
- Protect your legacy and transfer wealth thoughtfully
- Navigate life transitions with clarity and confidence
- How can I reduce taxes while building and protecting my wealth?
- How do today’s investment and estate decisions affect future generations?
- How do I plan for change, including retirement, liquidity events, or family transitions?
Experience our client-focused approach
Private client services is about more than tax compliance or investment management: it’s about guiding you forward with intention.
We start by understanding what you want out of life for yourself, your family, and your future. From there, we evaluate where you are today and recommend an integrated plan that aligns tax strategy, investments, estate planning, and business considerations.
Our advisors collaborate across disciplines so recommendations are coordinated, proactive, and built around your long‑term goals.
With integrated tax and wealth advisory, you can move forward knowing each choice supports your bigger picture. Connect with a CLA private client services advisor to start the conversation.
Private client services
Private client tax planning and compliance
- Business valuation
- Estate and gift tax planning and compliance
- Family office
- Individual income tax planning and compliance
- National and international tax audit representation
- Residency planning and audit defense
- Stock option and restricted stock planning
- Trust and private foundation accounting and tax compliance
- Updates on tax law changes and new tax planning opportunities
- Year-round coordination with your other advisors (e.g., attorney)
Wealth advisory
- Business succession planning
- Divorce financial planning
- Employer-sponsored benefit plan design, compliance, and consulting
- Institutional investment services
- Insurance and risk management
- Investment management
- M&A advisory and investment banking
- Personal financial and retirement planning
Securities products, merger and acquisition services, and wealth advisory services are provided by CliftonLarsonAllen Wealth Advisors LLC, a federally registered investment advisor and member FINRA, SIPC.