Private Wealth Advisory: CLA Wealth Advisors

Trust one firm for all of the personal, family, and business guidance you need.

At CliftonLarsonAllen, we take the time to understand what you want out of life and how you want to use the wealth you’ve accumulated – we’ll guide you on your financial journey.

Learn more about our approach and experience serving private clients.

Why Stop at Compliance? Amend Your Tax-Qualified Retirement Plan Before Restatement

Beginning on May 1, 2014, and continuing for two years, all tax-qualified retirement plans must be restated. This presents an ideal window to re-review your benefits plan to see if it’s meeting your goals.

Deferred Income Annuities Offer Pension-Like Retirement Benefits

For people who do not have access to a traditional pension plan, a deferred income annuity is an alternative that offers guaranteed income for life.

Connecting Your Estate and Financial Plans

If you’re subject to estate taxes or not, estate planning is an important process and should be investigated by nearly everyone.

CLA Investment Advisors and Accountants Receive 2014 Five Star Award

CLA and CLA Wealth Advisors congratulate nine accounting professionals and three wealth advisors in Minneapolis-St. Paul who have been recognized with Five Star awards.

U.S. Stocks and Fixed Income Investments: A Tale of Two Markets

A surprisingly strong U.S. stock market in 2013 stood in contrast to unimpressive fixed income investments. Watch a short video and read the January 2014 Market and Economic Outlook, which explores where markets have been and may be headed in 2014.

Realize the future you imagine — retiring, passing your wealth on to the next generation, giving to the charities that matter to you, or leaving a legacy.

Whether you’re looking to grow assets, create sustainable income, or preserve wealth, we’ll customize a diversified portfolio to help achieve your dreams.

We can help you, your family, and your employees prepare for the healthy, productive, and smooth transition of your business.

Protect yourself, your family, and your business by planning for life’s what-ifs.

With the right preparation before and after your divorce, we can help you secure your financial future, protect your interests, and reach your goals.

Enjoy more of your assets while minimizing taxes.

Offer your workforce an affordable and attractive benefits package without sacrificing resources to manage daily plan issues.

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