Los Angeles Private Wealth Management Firm
Los Angeles families often hold wealth in a mix of business interests, real estate and investment accounts, and they need a plan that addresses family governance and succession as well as returns. Equilibrium Wealth Advisors (EWA) builds that plan with you. EWA works with individuals and families holding at least $1.5 million in investable assets and brings particular expertise to households in the $10 million to $100 million range. We are based in Pittsburgh and serve Los Angeles and California clients alongside families across the U.S. Call (412) 991-1385 or request an appointment now.
What We Do Best
Investment Management Services
We build portfolios grounded in proven methodology, not the latest headlines. Supporting Los Angeles' corporate leaders and business owners, our wealth advisory services ensure every investment reinforces your long-term vision. Through approaches including direct indexing and international asset allocation, we establish durable wealth positioned for sustained growth. Link
Tax Efficiency Planning
We offer comprehensive tax efficiency planning to help you maximize your financial resources. Our team integrates tax planning and preparation into your broader financial roadmap, positioning your investment vehicles, revenue streams, and philanthropic contributions to minimize tax exposure. This coordinated approach prevents fragmentation and guarantees timely, precise execution. Link
Comprehensive Financial Planning
At EWA, our financial planning services reduce complicated decisions to clear pathways while managing day-to-day complexities. Depend on us to provide the financial insight and confidence necessary to live your best life in Los Angeles, or wherever you choose. Link
Why EWA?
- Employee-owned, client-first: because there is no private equity money or outside investor behind EWA, our advice stays focused on you.
- One integrated team: a single group of advisors covers your entire financial picture, from portfolio to taxes to legacy.
- Concierge-level service: you set the direction as CEO of your financial life, and we handle the follow-through as your personal CFO.
Our aim for every Los Angeles client is financial equilibrium, a steady balance between:
- Time & Money
- Risk & Return
- Living Your Best Life Now & Securing the Future
We describe the result as living life by design.
Is Our Wealth Management Approach the Right Fit for You?
- We serve high-net-worth individuals and families with $1.5 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:
See our Planning Philosophy, Investment Philosophy, and Our Process for more details.
Long-Term Financial Stability for Your Family
Live life with no regrets, secure in your financial future with the help of EWA. With offices based in Pittsburgh, we serve clients locally and across the U.S., including Los Angeles, California, and San Francisco. Request an appointment now.