Wealth Management for Erie Families
Our Core Services
Wealth Management
We build personalized portfolios designed for life, not for speculation. Utilizing strategies from direct indexing to global diversification, we focus on long-term wealth creation for our Erie families that aligns every dollar and decision with your unique goals and values. Link
Tax Efficiency
Our approach integrates comprehensive tax planning and preparation directly into your overarching financial strategy. Every investment, income source, and charitable contribution is intentionally structured for optimal tax efficiency. This eliminates silos and missed opportunities, ensuring proactive planning that minimizes your tax obligations both now and in the future. Link
Financial Planning
At EWA, we are more than just financial planners; we act as your personal CFO. Our role is to simplify complex decisions, manage the intricate details for you, and provide you with the clarity needed to live with confidence and a sense of balance. Link
The EWA Difference
- Employee-Owned, Client-First: We have no private equity or outside shareholders, ensuring our focus remains entirely on you.
- One Integrated Team: Our professionals work together to cover all your financial needs seamlessly.
- Concierge-Level Service: Consider yourself the CEO of your finances; we are your dedicated CFO.
We help you achieve that financial sweet spot by balancing the inherent paradoxes of success:
- Time & Money
- Risk & Return
- Enjoying Life Now & Securing Your Future
This philosophy 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: