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.

SEPTEMBER 14 WEEKLY INSIGHTS

Technology leadership broadens as AI build-out expands opportunities

  • The technology sector is up 23.6% year-to-date, but leadership has broadened well beyond the traditional Magnificent 7, whose gains combined are a more modest 4.8%.
  • Investors are increasingly rotating toward companies benefiting direct from AI infrastructure build-out, expanding participation across the technology ecosystem.
  • Semiconductor manufacturers, chip equipment providers, and memory companies are key beneficiaries as demand for AI servers, accelerators, and data center capacity continues to rise.
  • The shift in market leadership reflects a healthier and more diversified technology rally, with AI-related capital spending creating opportunities beyond the hyperscalers. (Source: Morningstar)

Oil climbs back toward $100 as global demand and geopolitical risks intensify

  • U.S. WTI crude oil is once again testing the $100-per-barrel level, retracing much of the price relief investors and consumers enjoyed during the summer.
  • Lower energy prices provided a tailwind for travel and consumer spending over the summer, but oil has returned to levels last seen this spring.
  • Persistent conflict in the Middle East continues to keep supply risks elevated, adding a geopolitical premium back into global energy markets.
  • Demand expectations strengthened after a sharp increase in Chinese oil consumption last week, reinforcing concerns tighter supply and stronger demand could keep crude prices elevated.
  • The 3-2-1 crack spread remains tight for gasoline as most price increases stem from crude prices, but the diesel spread has surged, adding pressure to farmers and shippers. (Source: CME Group)

What next week’s Federal Reserve meeting means for cash and bonds

  • Markets are increasingly focused next week’s Federal Reserve meeting, with 60% probability being assigned by Fed Funds futures markets for a 25 basis points hike.
  • Expectations of a rate hike are impacting U.S. Treasury bonds, with the 10-year benchmark yield now rising above 4.85%.
  • As core inflation continues to moderate, today's bond yields become increasingly compelling in real terms, enhancing the purchasing-power protection fixed income can provide.
  • For investors focused on long-term financial goals and reliable income, a short bond ladder can help lock in today's attractive yields while reducing the uncertainty associated with long-term cash rates. (Source: U.S. Treasury and CME Group)
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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