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?
- 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:
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.