Equilibrium Wealth Advisors

Equilibrium Wealth Advisors is an independent wealth management firm that serves high-net-worth individuals and families, with particular experience in households holding $10 to $100 million. Its work covers investment management, tax strategy and preparation, estate and legacy planning, retirement and distribution planning, college planning, and business succession. The firm says it mainly works with physicians, business owners and executives, and retirees, and it is employee-owned with no outside shareholders.

Clients need at least $1.5 million in investable assets to qualify. The firm works on an advisory fee that covers all planning, and it offers insurance planning through a separate affiliate rather than selling insurance directly. Its office is at 381 Mansfield Avenue in Pittsburgh, and it serves clients locally and across the United States.