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.

JUNE 8 WEEKLY INSIGHTS

Upcoming marquee IPOs, potential index inclusion are a new era for public markets

  • A growing pipeline of large, high profile IPO candidates — including SpaceX, OpenAI, Anthropic, and other late stage private companies — signals improving confidence in public equity markets as growth expectations stabilize and capital markets activity increases. 
  • Recent index rule changes are accelerating the path for mega cap IPOs into major benchmarks, increasing the likelihood of early inclusion as eligibility requirements around seasoning periods, float, and size become more flexible. 
  • Faster index inclusion could materially influence market structure, driving incremental demand from passive investors while reshaping sector and factor exposures, particularly in technology, aerospace, and AI related areas. 
  • CLA closely monitors benchmark composition and underlying exposures across both funds and separately managed accounts, recognizing new index constituents can influence weights, rebalancing flows, and relative performance. (Source: Bloomberg)

U.S. manufacturing and orders point to improving industrial momentum

  • The ISM Manufacturing Index rose to 54, beating expectations of 53.2 and improving from last month’s 52.7, firmly signaling a return to manufacturing expansion and reinforcing signs of improving demand conditions. 
  • U.S. factory orders also surged 4.8% in April, exceeding expectations of 4.6% and extending the upwardly revised 1.8% gain in March, marking the strongest monthly increase in nearly a year.
  • Factory orders data reinforces businesses are staying cautious on capital spending while maintaining core order activity tied to essential demand and longer-term investment plans.
  • Taken together, this is consistent with a recovery in cyclical activity, where downside risks appear contained and incremental improvements should emerge as financial conditions ease and policy becomes less restrictive.
  • The industrials sector is up 12.6% year-to-date, with only energy and technology outperforming. (Source: Trading Economics)

First trillion-dollar ETF highlights 10+ years of passive investing in tax efficient strategies

  • The Vanguard S&P 500 ETF (VOO) became the first ETF in history to surpass $1 trillion in assets, underscoring the continued dominance of low cost, broad market exposure as a core allocation for investors.
  • Launched in 2010, VOO has become the largest index fund, with the next largest funds also tracking the S&P 500, with IVV from iShares (2000) and SPY from State Street SPDR (1993).
  • The milestone reflects the structural growth of passive investing, where simplicity, liquidity, and minimal fees increasingly outweigh product differentiation. 
  • From a portfolio perspective, the concentration of assets in flagship index vehicles reinforces the importance of understanding index composition, particularly as benchmarks evolve. (Source: Morningstar, Vanguard)
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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Insights

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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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