Los Angeles Private Wealth Management Firm
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 philosophy means we prohibit private equity or outside investors from influencing our commitment.
- One integrated team provides a seamless, comprehensive solution for your complete financial landscape.
- Concierge-level service allows you to function as CEO of your financial life while we operate as your personal CFO.
We help you achieve financial equilibrium by expertly navigating the competing demands inherent in success:
- Time & Money
- Risk & Return
- Living Your Best Life Now & Securing the Future
This embodies what we describe 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 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:
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.