Helping You Find Your
FINANCIAL SWEET SPOT
For families that are financially secure and ready to live with intention and confidence.
Finding Your Financial Sweet Spot
Who We Serve
At EWA, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
What We Do
At EWA, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
Our Relationship Goals
We have a “Three C’s” approach with each and every one of our clients:
- Being a catalyst in making complex financial decisions
- Being a CFO to whom you (the CEO) coordinate the execution of your planning and wealth management
- And most importantly, providing you with concierge services
Why Work with Us
Our highest priority is to provide you, our client, with the best value in the context of transparency. We strive to help you keep your life in balance and to maximize your only non-renewable resource (your time).
We provide an integrated, stress-free approach to help you focus on your current and future goals related to wealth management.
Who We Work with
Our services are best geared toward those with complex financial pictures, ambitious goals, and a desire to reach financial independence.
More specifically, we primarily work with physicians, business owners and executives, and retirees.
Our clients want a holistic plan that coordinates each element of their financial wellbeing: retirement, investments, wealth management, asset protection, risk management, college planning, and more.
What We Do Best
Wealth Management
Personalized portfolios built for life, not speculation. From direct indexing to global diversification, we build wealth through long-term strategies that align every decision and dollar with your goals and values. Link
Tax Efficiency
We integrate tax planning and preparation directly into your financial strategy. Every investment, income stream, and giving decision is structured intentionally for efficiency. No silos, no missed opportunities — just proactive planning to minimize taxes today and in the future. Link
Financial Planning
EWA is more than your financial planner; we’re your personal CFO. We simplify decisions, manage the details behind the scenes, and give you the clarity to live with confidence and balance. Link
Why EWA?
- Concierge-level service: you’re the CEO, we’re your CFO.
- Employee-owned and client-first, with no private equity and no outside shareholders.
- One fully integrated team covering every aspect of your financial life.
- Time & Money
- Risk & Return
- Living Your Best Life Now & Securing the Future
Is Our Wealth Management Approach the Right Fit for You?
- We serve high-net-worth individuals and families with $1 million or more in investable assets.
- We have particular expertise supporting households in the $10–$100 million range who face complex financial structures, liquidity events, and multi-generational dynamics.
- We are a comprehensive advisory firm. We do not offer standalone tax preparation or insurance services. Our advisory fee fully integrates all planning and advisory work, including: