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.

JULY 13 WEEKLY INSIGHTS

Shift in the yield curve creates an opportunity to step out of cash

  • Investors benefited from elevated money market yields over the last several years, but the recent rise of the yield curve improved the value proposition for extending beyond cash and into traditional fixed income investments. 
  • Short-term U.S. Treasury yields moved higher since the beginning of the year, with 1-year Treasury yields rising from 3.47% to 4.06%, 2-year yields from 3.47% to 4.21%, and 3-year yields from 3.55% to 4.21%.
  • Higher short-duration bond yields allow investors to lock in attractive income while taking only modest interest-rate risk compared to longer-maturity bonds. 
  • Short bonds may serve as an effective middle ground between cash and intermediate-term bonds, offering the potential for higher yields as cash yields become vulnerable to Federal Reserve rate cuts.
  • Connect with a CLA wealth advisor to learn more about cash management and short-duration bond strategies. (Source: U.S. Department of Treasury)

Global diversification benefits investors even as U.S. markets post double-digit gains

  • Equity markets delivered strong returns year-to-date, with U.S. stocks gaining 10.3%, demonstrating resilience despite ongoing economic and policy uncertainty. 
  • International stocks have been standout performers, with developed advancing 14% and emerging growing 9.6% so far in 2026. 
  • International markets are supported by improving global growth expectations, lower starting valuations, and a weaker U.S. dollar environment. 
  • The performance among international equities highlights the benefits of global diversification, as investors with exposure beyond the U.S. enhanced portfolio returns. (Source: Morningstar)

Labor market remains mixed beneath a low unemployment rate

  • While the unemployment rate remains relatively low at 4.2%, part of that strength reflects a decline in labor force participation, which has fallen from 62.5% to 61.5%, suggesting fewer workers are actively participating in the job market. 
  • A lower participation rate can suppress the unemployment rate because individuals who stop looking for work are no longer counted as unemployed.
  • Labor market data shows improvements, as job openings increased in May and June, indicating employers continue to seek workers even as both hiring activity and layoffs have moderated.
  • Demographic trends, including population aging and retirements, continue to change the available labor pool, making it important to look beyond the headline unemployment rate and monitor broader indicators such as labor force participation, job openings, and employment growth. (Source: Trading Economics, U.S. Bureau of Labor Statistics) 
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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