Mechanicsville, VA Office

East West Investment Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, small businesses, trusts and estates. It offers a Private Wealth Management program for larger accounts and a Navigator Program aimed at emerging investors who do not meet the wealth threshold for the private program.

The firm typically manages client relationships on a discretionary, goals‑based basis, combining fundamental and technical security analysis with attention to economic and geopolitical conditions. Portfolios may include ETFs and mutual funds and, where appropriate, use more active techniques such as covered calls, other option strategies, short sales, margin and other derivatives; the firm also implements third‑party model portfolios through its Schwab custodial platform.

Compared with many peers, East West is notable for sponsoring and managing a wrap‑fee program in which it absorbs certain transaction charges and for its affiliation with a non‑advisory accounting and tax services firm that provides separate accounting and tax work to clients. The firm operates with a small advisory team while managing roughly $95 million in discretionary assets across about fifty clients and generally requires use of its primary custodian platform to implement certain model portfolios.