Superior Wealth Management in Chicago
What We Do Best
Investment Management Services
At EWA, we don’t create portfolios based on speculation. We build resilient portfolios for life. Serving Chicago's leaders, from corporate executives to physicians, our investment management services align every decision and dollar with your goals. We use strategies such as direct indexing and global diversification to build long-term wealth. Link
Smart Tax Planning
As a holistic asset and wealth management firm, we provide comprehensive smart tax planning strategies to navigate the complexities of urban wealth. Our team integrates tax planning and preparation directly into your financial plan, ensuring every investment, income stream, and philanthropic choice is structured for optimal efficiency to minimize your tax burden. Link
Comprehensive Financial Planning
EWA is more than your financial planner; we are your personal CFO. Our wealth strategists simplify complex decisions and manage the details behind the scenes. We provide the clarity and confidence you need to live with purpose and balance in a dynamic city like Chicago. Link
Why Chicago Families Choose EWA
- Employee-owned, client-first means we don’t allow private equity or outside shareholders.
- One integrated team provides a seamless, holistic approach to all your financial needs.
- Concierge-level service lets you be CEO of your financial life; we serve as your dedicated CFO.
- Time & Money
- Risk & Return
- Living Your Best Life Now & Securing the Future
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: