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Asset Management

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CliftonLarsonAllen Wealth Advisors, LLC

Effective February 25th, 2012, Clifton Gunderson Wealth Advisors LLC is providing Investment Advisory Services through CliftonLarsonAllen Wealth Advisors, LLC (“CLA Wealth Advisors”), an SEC Registered Investment Advisor. On January 2, 2012, the accounting and consulting firms of Clifton Gunderson LLP and LarsonAllen LLP combined to form a new firm, CliftonLarsonAllen LLP. CLA Wealth Advisors is a separate legal entity that combines advanced techniques and tools in tax, estate, retirement, financial, and investment planning with the insight and experience of our wealth advisors. Our national wealth advisory practice is among the top five in the accounting profession with nearly $3 billion in assets under management. More

With an ever-expanding universe of investment options and volatile market conditions, knowing how to manage your assets can be frustrating and time consuming. To make matters even more complicated, you may be working with several different advisors—an accountant and tax advisor, an attorney, an insurance agent, and one or more brokers and investment advisors.

Clifton Gunderson is one firm you can trust with all of your asset management advice and decisions. We offer a unique combination of service professionals, investment managers, accountants and tax professionals who work with you to monitor your portfolio, emphasizing risk-adjusted returns and tax efficiency. You benefit from objective, coordinated advice.

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