EWA's Strategic Moves: Time-Saving, Tax-Forward, Multi-Generational Planning

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FIN-LYT by EWA®

EWA LLC

125 episodes

1 day ago

A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/

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EWA's Strategic Moves: Time-Saving, Tax-Forward, Multi-Generational Planning

FIN-LYT by EWA®

18 minutes 54 seconds

4 months ago

EWA's Strategic Moves: Time-Saving, Tax-Forward, Multi-Generational Planning

In this episode of FIN-LYT by EWA, Matt Blocki and Ben Ruttenberg unveil a major evolution in EWA’s client service model by introducing fiduciary custody and expanded high-net-worth offerings. They discuss how these changes empower the firm to take a more proactive, comprehensive role in managing clients' financial lives, from daily 401(k) administration to multigenerational estate planning.

Matt and Ben break down what fiduciary custody really means, why EWA is embracing the added responsibilities and compliance layers it brings, and how this allows them to act as trustees and directly execute time-sensitive tasks on clients’ behalf. Their mission? To save clients time, reduce decision fatigue, and offer a concierge-level advisory experience. This episode offers a deep dive into how EWA is building a future-proof firm while staying laser-focused on client needs, trust, and time.

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