Personalized Strategies for Wealth Management in Pittsburgh
What We Do Best: Tailored Solutions for Your Unique Goals
Personalized Wealth Management
We build custom portfolios designed for your life, not market speculation. Your personalized wealth strategy may include direct indexing and globally diversified allocations that reflect your risk tolerance. Every investment decision aligns with your specific goals, values, and timeline. Link
Customized Tax Efficiency
We integrate personalized tax planning and preparation directly into your financial strategy. Your unique tax situation—whether you're managing concentrated stock positions, planning liquidity events, or navigating multi-generational wealth transfer—receives individualized attention. Every investment, income stream, and giving decision is structured specifically for your circumstances to maximize tax efficiency. Link
Financial Planning With You in Mind
EWA becomes your dedicated personal CFO, creating customized solutions that simplify your complex financial decisions. We manage the intricate details behind the scenes while providing you with personalized clarity and confidence. Your financial plan is built around your specific life goals, family dynamics, and wealth objectives. Link
Why Successful Families Choose Our Personalized Approach
- Employee-owned, client-first: We answer only to you, crafting strategies without outside shareholder pressure and no private equity.
- One integrated team: Your personalized financial team seamlessly coordinates all services under one roof.
- Concierge-level customization: You’re the CEO of your wealth; we’re your dedicated CFO creating solutions just for you.
We help you find your personal sweet spot by balancing the unique paradoxes that come with your level of success:
- Time & Money
- Risk & Return
- Living Your Best Life Now & Securing the Future
This is what we call living life by design.
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 do not offer standalone tax preparation or insurance services. Our advisory fee fully integrates all of our services:
Secure Your Future With Personalized Wealth Management
Ready to experience truly customized financial planning? With offices based in Pittsburgh, EWA creates personalized wealth strategies for clients locally and across the U.S., including Pennsylvania, Philadelphia, and Erie. Request an appointment now to begin your individualized wealth management journey.