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Wealth Management Firm for San Francisco Residents

San Francisco Wealth Management & Asset Protection

At Equilibrium Wealth Advisors (EWA), we 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. We understand the intricacies of wealth building, family dynamics, and legacy planning, and we do it with expertise. This allows you to balance today’s goals while securing long-term financial independence and living with intention. With offices based in Pittsburgh, we serve clients locally and across the U.S. Contact us at (412) 991-1385 or request an appointment now.

Why EWA?

  • Employee-owned, client-first model means we reject private equity or external ownership that could dilute our focus.
  • One integrated team ensures a unified, holistic methodology for all your financial needs.
  • Concierge-level service establishes you as CEO of your financial life while we serve as your personal CFO.

We help you discover financial equilibrium by skillfully managing the inherent tensions that define achievement:

  • Time & Money
  • Risk & Return
  • Living Your Best Life Now & Securing the Future

This represents 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.

Live Life Financially Secure With No Regrets

With a long-term perspective and legacy-first mindset, EWA is the trusted advisor for high-net-worth families in San Francisco. Our offices are based in Pittsburgh, and we serve clients locally and across the U.S., including Los Angeles and all of California. Request an appointment now.