Your Best Interests First
At Equilibrium Wealth Advisors (EWA), we act with a fiduciary duty to always put your
best interests first. As an independent Registered Investment Advisor (RIA), we ensure
every recommendation, portfolio decision, and ongoing review aligns your investments
with your values and broader life plan.
Our Approach
Our investment management services focus on four core principles:
01
Asset Allocation With Purpose
We build resilient portfolios based on our meticulous research and your risk tolerance. The goal is to deliver effective returns while protecting your lifestyle in all market conditions. We accomplish this by using low-cost, high-quality equities, carefully selected funds, and highly rated fixed income offerings.
02
Long-Term Discipline
We don’t base our investment strategy on short-term
trends or current events. Instead, we invest with patience, conviction, and a
proactive strategy to compound wealth over decades, not weeks. When coupled
with prudent distribution planning, your money will provide for you and your loved
ones when you need it.
03
True Diversification
We reduce risk and prioritize asset protection by
diversifying your portfolio, thereby avoiding overconcentration in one area.
Consequently, the health of your entire portfolio will never be at risk from a
downturn in one sector of the market.
04
Tax-Efficient Structure
Smart investing goes beyond returns. We optimize
asset location and tax efficiency by placing fixed-income and dividend equity
investments inside tax-deferred accounts, while positioning growth-oriented
assets inside non-qualified accounts. The result? Lower tax drag and greater
after-tax wealth.
We keep our investment and planning philosophy simple, transparent, and grounded in proven principles. The goal: consistent growth, minimized risk, and the confidence that your portfolio is working in harmony with your long-term financial plan. You can count on our ongoing financial services.
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:
Proactive Financial Planning for a Well-Lived Life
With prolific educational materials, highly trained wealth strategists, and concierge-level services, EWA is ready to proactively partner with you to take your financial goals from dreams to reality. Our offices are based in Pittsburgh, but EWA serves clients both locally and across the U.S. Take the first step to a financially independent future by contacting us at (412) 991-1385 or request an appointment online now.