Wealth Management for NYC
What We Do Best
Investment Management Services
We don't build portfolios on speculation—we create resilient portfolios for life. Serving NYC's leaders, from corporate executives to business owners, our asset and wealth management firm helps you to align every decision and dollar with your goals. We employ strategies from direct indexing to global diversification to build sustainable, long-term wealth. Link
Tax Efficiency Planning
To help you wisely manage your money, we provide comprehensive tax efficiency planning strategies. Our team integrates tax planning and preparation directly into your financial plan, ensuring your charitable contributions, investments, and revenue are set up to minimize your tax burden. No silos, no missed opportunities—and taxes that are filed on time. Link
Comprehensive Financial Planning
At EWA, our financial planning services simplify complex decisions and manage the details behind the scenes. Trust us to provide the financial clarity and confidence you need to live life on your terms in a dynamic city like NYC. Link
Why 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 personal 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: