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.

AUGUST 17 WEEKLY INSIGHTS

Small business optimism reaches highest level of 2026

  • The NFIB Small Business Optimism Index rose to 99.8 in July, its highest reading of 2026 and the strongest level since July 2025, signaling sentiment is moving closer to pre-pandemic norms.
  • Hiring plans led the improvement, with a net 20% of owners planning to add jobs over the next three months, the highest level since October 2022.
  • Inflation pressures continued to ease, as both actual and planned price increases declined from June, suggesting businesses are facing a less challenging pricing environment.
  • Despite stronger confidence, uncertainty remains elevated, with the NFIB Uncertainty Index rising as owners expressed greater concern about expansion decisions and capital spending plans.
  • Small businesses are the heartbeat of the country, and CLA is proud to support them with trusted planning, strategic guidance, and actionable insights. (Source: NFIB)

Core inflation continues to ease despite energy-driven noise

  • July’s Consumer Price Index remained steady at 3.4% year-over-year, with recent increases in headline inflation primarily reflecting earlier energy price pressures rather than a broad-based acceleration in prices.
  • Energy inflation is the main contributor to the pickup in headline CPI over recent months, while underlying inflation trends remain more subdued.
  • Core CPI, excluding food and energy, continued its downward trajectory, easing to 2.5% year-over-year from 2.6% in June.
  • Continued moderation in core inflation may support the Federal Reserve's confidence underlying price pressures are easing. (Source: U.S. Bureau of Labor Statistics)

Earnings carry the market, not expanding valuations

  • The equity rally has been driven primarily by earnings growth and improving corporate fundamentals, not by investors paying higher valuations for stocks.
  • While valuation multiples compressed, stock prices continued to rise, indicating earnings growth has more than offset the impact of lower multiples.
  • Over the past 12 months, the S&P 500 gained 20.2%, with earnings growth contributing 147.8% to returns while valuation multiples detracted 47.8%.
  • Stronger earnings and improving profit expectations — rather than speculative valuation expansion — are the primary drivers of market gains. (Source: Franklin Templeton)
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.

People

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To get started, submit the form below or call us at 1-888-529-2648.

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