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.
MAY 18 WEEKLY INSIGHTS
New Fed chairman confirmed as markets look for direction on rates
  • The U.S. Senate confirmed Kevin Warsh, a former Federal Reserve governor and Wall Street executive, as Fed chair at a pivotal moment for monetary policy.
  • He is expected to bring a shift in policy tone, having previously criticized the Fed’s framework and signaled an openness to lower rates.
  • Markets and policymakers are focused on how Warsh will balance inflation risks with potential rate cuts.
  • While markets have shifted to pricing in no cuts in 2026, investors will be following the new chairman closely at his first meeting in June. (Source: FRED, Federal Reserve)
Bond volatility stabilizing, improving benefits for a 60/40 portfolio
  • Bond fundamentals meaningfully improved, with higher starting yields and moderating inflation supporting stronger expected real returns and lower interest rate sensitivity.
  • Diversification benefits improved as elevated stock-bond correlation from the 2022 bond volatility shock normalizes, allowing fixed income to better offset equity risk.
  • The strategic case for a 60/40 portfolio remains intact, with improved valuations and better bond return prospects reinforcing diversification and reducing reliance on equities for long-term outcomes.
High yield munis lead with higher income and technical demand
  • High yield municipal bonds are positive year-to-date, with the Bloomberg HY Muni total return index up 2.2%, outperforming higher-quality muni segments. 
  • Outperformance versus investment-grade munis has been driven by carry, as elevated yields and spread income supported returns despite rate volatility. 
  • New demand and fund inflows in the first quarter of 2026 supported the segment, with high yield capturing a meaningful share of muni inflows along with long-duration bonds.
  • CLA maintains exposure to high yield municipal bonds, both in our core strategies and in a short- and intermediate-duration complementary strategy. (Source: Goldman Sachs, Morningstar)
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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