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Wealth Management Firm for California Residents

California Asset & Wealth Management Services

If you’re a California high-net-worth family, Equilibrium Wealth Advisors (EWA) can help bring clarity to your financial practices. We specialize in managing wealth complexity, family dynamics, and legacy objectives. 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’ll empower you to pursue current ambitions while establishing future financial stability. 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 structure ensures no private equity or outside shareholders compromise our dedication.
  • One integrated team delivers a holistic approach to your entire financial picture.
  • Concierge-level service positions you as CEO of your financial life while we function as your committed personal CFO.

We guide you toward financial equilibrium by expertly balancing the competing priorities that accompany success:

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

This embodies what we define as 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.

Building Wealth, Inspiring Vision

EWA firmly believes the best financial plan builds wealth in a way that fuels your purpose and vision. With offices based in Pittsburgh, we serve clients locally and across the U.S., including California, San Francisco, and Los Angeles. Request an appointment now.