COMPREHENSIVE FINANCIAL PLANNING
We take the time to get to know our clients and all aspects of their personal, professional and financial lives. This enables us to guide our clients in formulating their goals, and to find ways to increase the likelihood that those goals will be met.
SPECIALIZED INVESTMENT MANAGEMENT AND OBJECTIVE ADVICE
We empower our clients and informing their decision-making by providing them with the highest level of financial advice. This is why EBWS strives to offer the most highly-credentialed team in the financial services business. And because we are independent, our highest priority is to provide transparent and objective advice, ALWAYS.
NON-TRADITIONAL & ALTERNATIVE INVESTMENTS
Finding solutions for high net worth clients demands out of the box thinking. While the public markets offer readily accessible and attractive opportunities to invest and diversify their portfolio, many of our clients choose to include alternative investments in their portfolio mix, in pursuit of higher returns. EWBS helps clients understand the role such investments play in their overall wealth picture, and can facilitate alternative investment opportunities when appropriate.
BEHAVIORAL FINANCIAL COACHING
Financial planning and professional investment management are essential for clients to achieve their goals. But even the best plans can be derailed by human nature. We help clients understand the implications of their financial decisions and provide guidance, in good times and in bad to help them work toward their goals.