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Jimmy Ruttenberg brings over three decades of experience in financial services to his role as a member at EWA, where he serves as a trusted insurance consultant to high-net-worth families and small business owners. Jimmy specializes in helping clients navigate the complexities of estate planning, risk management, and long-term financial strategies.
Prior to joining EWA, Jimmy built a successful practice focusing on insurance and estate planning solutions tailored to the unique needs of affluent individuals and entrepreneurs. His client-centric approach emphasizes personalized solutions, ensuring that each family or business receives the highest level of service and attention.
Jimmy is also deeply committed to his community. He served as Chair of the Board of Directors at the Jewish Community Center of Greater Pittsburgh and is actively involved with Autism Speaks, a nonprofit that funds research and raises awareness for individuals affected by autism. Additionally, Jimmy participates in fundraising efforts for the Neighborhood Academy.
Jimmy lives in Shadyside with his wife, Lori, and their two sons, Ben and Zack. When not working, you can find Jimmy on the golf course, or travelling to new destinations with Lori.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
