Wealth Advisory

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

JULY 20 WEEKLY INSIGHTS

Corporate earnings strength continues to support growth outlook

  • The S&P 500 is expected to deliver earnings growth of 23.6% in Q2 2026, putting the index on track for a second consecutive quarter of year-over-year earnings growth above 20%, a pace rarely seen outside of strong economic expansions.
  • Earnings growth estimates may continue to rise as companies report results, with the final Q2 growth rate projected to exceed 29%, which would represent the strongest quarterly earnings growth since Q4 2021.
  • Corporate America continues to outpace expectations, as aggregate earnings surpassed consensus estimates by 14.5%, extending a trend of stronger-than-expected profit growth and positive earnings surprises.
  • Earnings strength is becoming increasingly broad-based, with the S&P 493 (companies outside the Magnificent 7) projected to grow earnings by 19% in 2026, nearly double the 10% growth recorded in 2025.
  • Broadening earnings participation beyond a handful of mega-cap technology companies may provide a healthier foundation for equity market performance, supporting investor confidence in the sustainability of the current bull market. (Source: FactSet, J.P. Morgan)

Persistent inflation pressures test Federal Reserve patience

  • Inflation has declined substantially from its peak, but the path back to the Federal Reserve's 2% target remains uneven, reinforcing concerns underlying price pressures are proving more persistent than policymakers initially expected.
  • June inflation data offered favorable signals, while headline consumer price index came in at 3.5%, core inflation measured 2.6% suggesting continued disinflation but at a slower pace than many investors and policymakers had hoped.
  • These newest better-than-expected numbers subsided growing fears of a potential Fed rate hike, though expectations for continued easing appears delayed as inflation remains above target.
  • The Fed faces a difficult balancing act as it works to contain inflation while avoiding unnecessary strain on economic growth, business investment, and interest-rate-sensitive sectors such as housing and commercial real estate. (Source: U.S. Bureau of Labor Statistics) 

Consumers remain resilient as energy markets work to find stability

  • Oil prices retreated from the sharp spikes seen earlier in 2026 as shipping activity through the Strait of Hormuz has improved, but the region remains a key geopolitical risk given roughly one-fifth of global oil trade passes through the waterway. Any renewed disruption could quickly reintroduce volatility to energy markets. 
  • U.S. Strategic Petroleum Reserve releases helped cushion the impact of supply disruptions and reassured markets, although reserve levels remain historically low, highlighting the importance of stable global production and supply chains. 
  • While gasoline prices remain elevated relative to pre-pandemic norms, household finances generally remain resilient, supported by stable employment, wage growth, and healthy consumer balance sheets, allowing consumers to absorb higher fuel costs without a significant decline in overall spending. 
  • Easing oil prices reduce inflationary pressure and support consumer spending, helping to alleviate concerns higher energy costs could undermine economic growth. (Source: U.S. Department of Energy)
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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