Become a
client today
Why EA Wealth Management?
Fee-based, fiduciary advice
Personalized, values-driven strategies
Deep expertise in women-led wealth planning
Real Women. Real Results.
“EA Wealth Management was precisely what I needed when I was preparing to retire. I wouldn’t be as well set up as I am, and the annual review keeps me on track. Highly recommended.”
- Cecilia G. NYC (Client)
“EA Wealth helped me achieve my goals for the future, and for the first time I feel confident. Ekua answers my questions whether big or small and is willing to teach me so that I am in control of my financial future.”
- April Hall (Client)
“After experiencing financial setbacks during COVID, EA Wealth Management helped mere build with confidence. Ekua’s expert guidance restored my financial baseline, and now both my personal and business finances are in a stronger position. Highly recommended!”
-Tamara Johnson, Founder and CEO, Ensō Apothecary
Working with Our Team
We provide clients with a clear business-like framework for prudent financial decision-making. Whether you simply want prudent asset management or financial guidance to work towards having confidence in retiring, leaving a legacy to your family or a favorite charity, we help provide concise, practical strategies to work towards them.
We strive to be the trusted advisor for all aspects of our clients' financial lives. To do this, we take the time to develop a detailed understanding of each clients' individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions and gain confidence in having an independent financial future.
We provide financial navigation and money management services to a select group of affluent individuals and their families, professionals, small business, and to the sports and entertainment industry. Our comprehensive planning approach includes extensive investment portfolio analysis, estate, tax and retirement planning, insurance evaluations and lifestyle planning. By coordinating goals and tolerance for risk with each of our client's needs, desires, and circumstances, we can construct and monitor custom portfolios to suit each of them.