Protecting your legacy is more than just an option, it’s a responsibility you owe to yourself and your loved ones. That’s why at Equilibrium Wealth Advisors, we offer exceptional trust and estate planning services, designed to secure your assets and provide for your family’s future.
Trusts and wills are the bedrock of any sound estate plan. A trust, in particular, offers a level of control and protection over your assets while you’re alive and after your passing. Whether a trust should be part of your estate planning depends on your unique financial situation and goals. We work with you to create a plan that suits your needs, ensuring your wealth is managed and preserved as you intend.
Comprehensive financial planning goes beyond managing your money today, it’s about securing your future and that of your loved ones. Our team integrates estate planning strategies with financial planning. This holistic approach helps ensure that all aspects of your wealth are handled efficiently, with the goal of reducing potential tax liabilities and avoiding potential disputes over asset distribution.
At Equilibrium Wealth Advisors, we believe in offering personalized solutions. We take the time to understand your financial goals and help you navigate the complexities of estate planning. Our advisors coordinate with your legal and tax professionals to help ensure your plan reflects your wishes.
Protecting your legacy is an important responsibility. Let us help you work toward it. At Equilibrium Wealth Advisors, we offer the expertise and personalized service to help ensure your wealth is protected and your loved ones are taken care of. We serve clients across the U.S. Contact us today at (412) 991-1385 to request an appointment and start planning for your future.
Important Disclosures
Equilibrium Wealth Advisors (EWA), LLC is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
EWA provides financial planning services that include assistance with estate planning strategies. EWA does not provide legal advice. The preparation of wills, trusts, and other legal instruments requires the services of a qualified attorney. EWA coordinates with clients’ legal and tax professionals but does not act as a substitute for legal counsel.
Estate planning involves complex considerations that vary based on individual circumstances, applicable state and federal laws, and the specific instruments used. There is no guarantee that any estate planning strategy will achieve its intended objectives. Tax laws are subject to change, and the tax implications of any strategy should be discussed with a qualified tax professional.
For more information about EWA’s services, fees, and business practices, please refer to our Form ADV Part 2A and Form CRS, available at adviserinfo.sec.gov or upon request.
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Important Disclosures:
Securities and advisory services offered through EWA LLC dba Equilibrium Wealth Advisors (a SEC Registered Investment Advisor).
* Contents for information purposes only and nothing herein shall constitute an offer to buy or sell securities, nor does it amount to tax, legal or investment advice.
* Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of fund shares is not guaranteed and will fluctuate.
* Corporate bonds are considered higher risk than government bonds but normally offer a higher yield and are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features.
* The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. You cannot invest directly in this index.
* All indexes referenced are unmanaged. The volatility of indexes could be materially different from that of a client’s portfolio. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. You cannot invest directly in an index.
* The Dow Jones Global ex-U.S. Index covers approximately 95% of the market capitalization of the 45 developed and emerging countries included in the Index.
* The 10-year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors use the 10-year Treasury Note as a benchmark for the long-term bond market.
* Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce.
* The Bloomberg Commodity Index is designed to be a highly liquid and diversified benchmark for the commodity futures market. The Index is composed of futures contracts on 19 physical commodities and was launched on July 14, 1998.
* The DJ Equity All REIT Total Return Index measures the total return performance of the equity subcategory of the Real Estate Investment Trust (REIT) industry as calculated by Dow Jones.
* The Dow Jones Industrial Average (DJIA), commonly known as “The Dow,” is an index representing 30 stock of companies maintained and reviewed by the editors of The Wall Street Journal.
* The NASDAQ Composite is an unmanaged index of securities traded on the NASDAQ system.
* International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
* Yahoo! Finance is the source for any reference to the performance of an index between two specific periods.
* The risk of loss in trading commodities and futures can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. The high degree of leverage is often obtainable in commodity trading and can work against you as well as for you. The use of leverage can lead to large losses as well as gains.
* Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
* Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
* Past performance does not guarantee future results. Investing involves risk, including loss of principal.
* The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee it is accurate or complete.
* There is no guarantee a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
* Asset allocation does not ensure a profit or protect against a loss.
* Consult your financial professional before making any investment decision.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.