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 11 WEEKLY INSIGHTS
U.S. market rebound gains momentum, but diversification remains key
  • The S&P 500 has fully recovered its March pullback, reaching new all-time highs after surpassing the 7,000 level, underscoring the strength of the current equity rally.
  • Recent momentum drove a quarterly return of 11.2%, bringing year-to-date performance to 8% for the U.S. large cap index as a return to trend has been supported by earnings growth from major companies in recent weeks.
  • Despite this rebound, global market leadership has broadened, with several equity segments outperforming the S&P 500 on a relative basis.
  • Diversification has been rewarded, as international developed (+13.6%), emerging markets (+19%), and small caps (+15.7%) all delivered stronger returns year-to-date. (Source: Morningstar)
Municipal bonds outperform taxable bonds on a nominal basis
  • Municipal bonds outperformed taxable fixed income year-to-date, returning 1.2% vs. 0.4%, benefiting from strong income carry and a better relative starting point.
  • Treasuries and investment-grade corporates delivered a more muted performance, with rate movements limiting total return relative to municipals.
  • The treasury yield curve has shifted higher, particularly in the intermediate “belly,” moving from the lower end to the upper end of our projected 2026 range.
  • The relative value of municipal bonds based on the muni-treasury ratio was highlighted three weeks ago in these same CLA key insights. 
  • Municipal bond income also benefits from federal and often state tax exemption; contact your tax and wealth team to learn more. (Source: CLA, Morningstar)
Alternative credit resilience continues after headlines subside
  • Private credit faced many negative headlines earlier this year, but underlying fundamentals remain resilient, with steady income generation and limited mark-to-market volatility.
  • Direct lending continues to deliver consistent performance — supported by floating-rate structures — especially among funds focused on larger borrowers within the middle market. 
  • The Morningstar U.S. Leveraged Loan Index is up 1.4% year-to-date compared to the bonds as represented by the Bloomberg Agg, up 0.4% total return year-to-date.
  • Gain more insights on private credit: Private Credit: Liquidity Stress Test, Not a Market Crisis (Source: 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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