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Your Personal CFO

Private & Personal Wealth Advisors

At Equilibrium Wealth Advisors (EWA), we believe wealth management isn’t just about investments. It’s about having a dedicated partner who oversees every aspect of your financial life. Think of us as your Personal CFO: Your wealth management advisor and team will make sure nothing falls through the cracks, no matter how complex your situation becomes. From investment strategy to tax coordination and legacy planning, our job is to make sure every piece of your financial life works in harmony. With offices based in Pittsburgh, we serve clients both locally and across the U.S. Contact us at (412) 991-1385 or request an appointment online now.

Private CFO Services

Instead of sending you out to multiple professionals, we’ve brought the expertise in-house. Our tax team, led by experienced CPAs, proactively integrates tax planning and preparation directly into your financial strategy, ensuring you save time, minimize surprises, and capture every available opportunity to save money. Our in-house estate planning expertise ensures that your wealth transfer strategies align seamlessly with your investment and tax plan—all within one coordinated structure.

Family Financial Management

A core part of this role is guiding family conversations across generations. Whether it’s helping children understand the values behind wealth, facilitating discussions about gifting, or preparing aging parents for long-term care decisions, we make financial planning a bridge between generations. We create understanding, transparency, and alignment instead of confusion or conflict. With EWA as your Personal CFO, you gain more than advice—you gain accountability, clarity, and the confidence that every decision is backed by a team that knows your financial picture inside and out. We specialize in providing high-net-worth financial advice.

Is Our Wealth Management Approach the Right Fit for You?

See our Planning Philosophy, Investment Philosophy, and Our Process for more details.

What Makes Us Different

  • We bring clarity to your financial picture by simplifying complexity and offering advice tailored to your situation.
  • We integrate all financial services, so you’re not working with multiple companies.
  • We take a long-term perspective on investment. We don’t chase fads, we build futures.
  • We have a legacy-first mindset. We help you enjoy life today with no regrets, while planning for your children’s and grandchildren’s future.

Wealth Management Advisors for Today & Tomorrow

At EWA, we employ professional advisors who help you build your wealth so that every dollar aligns with your goals and values. With offices based in Pittsburgh, we serve clients both locally and across the U.S. Request an appointment online now.

Frequently Asked Questions

Serving as your Personal CFO means overseeing the entire financial ecosystem—not just your investment portfolio.

We coordinate tax planning, investment management, estate design, insurance strategy, business interests, retirement distributions, and major financial decisions under one integrated framework. Instead of fragmented advice from separate professionals, you receive coordinated guidance from a unified team that understands your full financial picture.

Our role is proactive oversight, strategic clarity, and long-term accountability.

A traditional advisor may focus primarily on managing investments.

A Personal CFO integrates investments with tax strategy, estate planning coordination, retirement income design, employer benefits, insurance structure, and multi-generational wealth conversations. The emphasis is not just on portfolio returns—but on total after-tax wealth, risk mitigation, and legacy alignment.

For high-net-worth families, complexity requires coordination—not silos.

Yes—and in many cases, those services are integrated within our structure.

Our in-house CPA team works alongside our advisory team year-round, ensuring tax strategy and preparation align with investment and retirement planning. We also collaborate with estate attorneys to ensure trust structures, beneficiary designations, and titling strategies reflect your broader financial goals.

Coordination eliminates blind spots and reduces costly misalignment.

We facilitate structured conversations around values, responsibility, gifting, and long-term stewardship.

This includes education for children, legacy planning discussions, trustee selection guidance, charitable planning alignment, and coordination of trust structures. The goal is to create clarity and transparency—reducing the risk of confusion or conflict across generations.

Wealth transfer is not just financial. It is relational.

Our Personal CFO model is best suited for individuals and families with $1 million or more in investable assets who desire an integrated, long-term advisory relationship.

We specialize in serving $10–$100 million households navigating complex financial structures, liquidity events, concentrated assets, and multi-generational planning. If you are seeking transactional advice or a single-service provider, our integrated model may not be the right fit.

For families seeking clarity, coordination, and accountability, this model provides structure and confidence.