Philadelphia Asset & Wealth Management Company
What We Excel At
Investment Management Services
Ready to stabilize your financial picture? At EWA we build custom-tailored portfolios designed for longevity, not market timing. Through direct indexing and international diversification, we create wealth using strategic approaches that synchronize every choice and investment with your personal objectives and principles. Link
Smart Tax Planning
We seamlessly incorporate tax strategy and preparation into your comprehensive plan. Each investment, revenue source, and charity contribution is deliberately structured for optimal efficiency. No silos, no overlooked advantages — simply forward-thinking strategies to reduce tax liability now and in the future. Link
Financial Planning
EWA transcends traditional financial planning; we function as your personal CFO. We streamline complex choices, handle intricate details privately, and provide you with the understanding needed to live with confidence and purpose. Link
Why Choose EWA?
- Employee-owned, client-first (no private equity, no external investors).
- One integrated team handles comprehensive financial services.
- Concierge-level service: You remain the CEO; we serve as your CFO.
We help you balance your finances, creating harmony between the inherent tensions that accompany prosperity:
- Time & Money
- Risk & Return
- Enjoying Life Today & Protecting Tomorrow
We define this as 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: