San Francisco Wealth Management & Asset Protection
In San Francisco, wealth often arrives in uneven waves: stock options and RSUs, a liquidity event or the sale of a company. Equilibrium Wealth Advisors (EWA) helps Bay Area families turn those moments into a long-term plan that covers wealth building, family dynamics, legacy planning and asset protection. We work with individuals and families who have $1.5 million or more in investable assets, offering particular expertise to households between $10 million and $100 million. Our offices are in Pittsburgh, and we serve San Francisco clients along with families nationwide. Call (412) 991-1385 or request an appointment now.
What We Do Best
Investment Management Services
We develop investment approaches founded on rigorous analysis, not speculation. Serving San Francisco's tech leaders, business owners, and corporate executives, our asset management firm aligns every portfolio decision with your objectives and values. Using strategies from direct indexing to global diversification, we create enduring wealth built for sustained success. Link
Tax Efficiency Planning
We provide strategic tax efficiency planning designed to optimize your financial position. Our professionals embed tax planning and preparation into your comprehensive financial strategy, ensuring your investments, income structures, and charitable activities are configured to reduce taxation. This integrated methodology eliminates gaps and ensures accurate, punctual compliance. Link
Comprehensive Financial Planning
EWA's financial planning capabilities streamline complex choices and oversee intricate details. Trust us to supply the financial precision and assurance required to live authentically in San Francisco's innovative landscape. Link
Why EWA?
- Employee-owned, client-first: outside owners and private equity have no seat at our table, which keeps our attention on clients.
- One integrated team: your advisors share one plan, so tax, investment and estate strategies are built to fit together.
- Concierge-level service: you make the big calls as CEO of your financial life; we manage the details as your personal CFO.
Financial equilibrium, as we see it, means managing the trade-offs every successful family faces:
- Time & Money
- Risk & Return
- Living Your Best Life Now & Securing the Future
The outcome is what we call 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.