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Wealth Management for New York Residents

New York Private Wealth Management

As a global financial hub, New York requires sophisticated wealth management and financial planning strategies tailored to the needs of its most successful families. At Equilibrium Wealth Advisors (EWA), serve high-net-worth individuals and families with $1 million or more in investable assets, with particular expertise supporting households in the $10–$100 million range. Let us help you find the balance between today’s expenses and tomorrow’s financial independence. From our offices in Pittsburgh, we proudly serve clients in New York and across the U.S. Contact us at (412) 991-1385 or request an appointment now.

Why New York Families Choose EWA

  • Employee-owned, client-first means we don’t have outside shareholders or allow private equity investors.
  • One integrated team covers all financial services.
  • Concierge-level service empowers you to be CEO of your financial life; we serve as your dedicated CFO.

We help you achieve financial equilibrium by masterfully balancing the paradoxes that accompany 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?

See our Planning Philosophy, Investment Philosophy, and Our Process for more details.

Financially Secure & Living With No Regrets

EWA understands that finding your financial sweet spot means balancing your finances between the demands of today and tomorrow. With offices based in Pittsburgh, we serve clients locally and across the U.S., including New York and NYC. Request an appointment now.