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 15 WEEKLY INSIGHTS

Attention turns to Fed committee meeting amid changing expectations

  • Markets will focus on the Federal Reserve’s policy stance and forward guidance, as expectations have gradually shifted from potential cuts to a hold or even 25 basis points hike in 2026. 
  • Rate path expectations remain a key driver, with investors watching for confirmation on the timing and pace of potential rate adjustments over the coming quarters. 
  • Policymakers are likely to emphasize the balance between moderating inflation and a still-resilient labor market, reinforcing a data-dependent approach to future decisions. 
  • Markets may see heightened volatility around the announcement, as shifts in Fed messaging can quickly impact interest rates, equity valuations, and overall financial conditions. (Source: CME FedWatch)

Headline inflation picks up, but underlying price trends show stability

  • Headline inflation rose to 4.2% year-over-year, marking a multi-year high and reflecting renewed pressure on consumer prices. 
  • Core inflation came in at 2.9%, indicating underlying price pressures remain more contained and closer to recent trends. 
  • The gap between headline and core suggests energy and food costs are the primary drivers of the recent inflation acceleration. 
  • Overall, the data points to elevated top-line inflation but limited evidence of broad-based reacceleration in underlying price pressures. (Source: U.S. Bureau of Labor Statistics)

Dividend equities provide stability as volatility rises

  • Dividend-paying equities typically tilt toward defensive sectors and offer a steady income stream that can help cushion portfolio returns during market drawdowns and periods of elevated volatility.
  • Strategies focused on dividends tend to emphasize high-quality companies with durable earnings, supporting lower volatility, and stronger downside resilience.
  • Reinvested dividends enhance compounding over time and can improve total return, particularly when markets are unsettled and valuations reset lower.
  • For moderate and conservative investors, CLA recommends investing a portion of overall equity exposure to traditional blue-chip dividend equities. (Source: CLA Outlook) 
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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