EWG offers a variety of advisory services, which include financial planning, consulting, and investment management services. Prior to EWG rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with EWG setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). EWG was formed in April 2017 and is wholly owned by Sam Maxwell as of April 10, 2017. As of December 31, 2022, EWG had $348,509,483 in assets under management; all of which was managed on a discretionary basis. While this brochure generally describes the business of EWG, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm's officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on EWG's behalf and is subject to the Firm's supervision or control. Financial Planning and Consulting Services EWG offers clients a broad range of financial planning and consulting services, which includes any or all of the following functions:
• Business Planning
• Cash Flow Forecasting
• Trust and Estate Planning
• Financial Reporting
• Investment Consulting
• Insurance Planning
• Retirement Planning
• Planning for concentrated and restricted stock
• Charitable Giving Distribution Planning
• Tax Planning
• Manager Due Diligence While each of these services are available on a stand-alone basis, a certain amount of them can also be rendered in conjunction with investment portfolio management as part of a comprehensive wealth management engagement (described in more detail below). In performing these services, EWG is not required to verify any information received from the client or from the client's other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. EWG recommends certain clients engage the Firm for additional related services and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists for the Firm to recommend that clients engage EWG or its affiliates to provide (or continue to provide) additional services for compensation, including investment management services. Clients retain absolute discretion over all decisions regarding

implementation and are under no obligation to act upon any of the recommendations made by EWG under a financial planning or consulting engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising EWG's recommendations and/or services. Investment and Wealth Management Services EWG provides clients with wealth management services which includes a broad range of comprehensive financial planning and consulting services on assets held with the Firm's recommended custodian, as well as discretionary management of investment portfolios. EWG primarily allocates client assets among various mutual funds and exchange-traded funds (“ETFs”) in accordance with their stated investment objectives. Where appropriate, the Firm also provides advice about any type of legacy position or other investment held in client portfolios. Clients can engage EWG to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, EWG directs or recommends the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the underwriting insurance company or the custodian designated by the product's provider. EWG tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. EWG consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify EWG if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients can impose reasonable restrictions or mandates on the management of their accounts if EWG determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Firm's management efforts.