Wealth Management & Financial Planning in Illinois
What We Do Best for Illinois Families
Wealth Management
We build personalized portfolios designed for life, not the latest fad investment. Our investment management services align every decision with your unique goals and purpose. From direct indexing to global diversification, we focus on disciplined, long-term wealth creation. Link
Smart Tax Planning
We understand Illinois' specific tax considerations and financial regulations. We integrate state and federal smart tax planning directly into your financial strategy, navigating these complexities to optimize your financial position. Every investment, income stream, and charitable contribution is structured for maximum tax efficiency. Link
Comprehensive Financial Planning
EWA is more than your financial planner; we are your personal CFO. We simplify complex financial planning decisions, manage the details behind the scenes, and provide the clarity needed for you to live with confidence and balance, both now and in the future. Link
Why EWA?
- Employee-owned, client-first, we answer only to you, not to private equity or outside shareholders.
- One integrated team seamlessly covers all your financial needs under one roof.
- Concierge-level service means you’re the CEO of your wealth; we act as your dedicated CFO.
We help you find your financial sweet spot by striking a perfect balance between life’s most important financial paradoxes:
- Time & Money
- Risk & Return
- Living for Today & Securing the Future
This 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 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: