We analyze your investments, tax exposure, and overall financial structure.
Uncover hidden risks, inefficiencies, and areas for improvement.
You’ll leave with a straightforward plan of what to adjust, improve, or act on next.
Includes an initial consultation and a follow-up meeting to review findings.
Your financial life isn’t one-dimensional. We integrate every part of your plan to help you make better decisions with clarity and confidence.
Financial Planning
Build a clear strategy that connects your goals, income, and long-term priorities.
Investment & Tax Strategy
Align your portfolio and tax approach to improve efficiency & reduce unnecessary risk.
Estate & Legacy Planning
Preserve what you’ve built and ensure it’s transferred according to your wishes.
Get a Clear, Objective View of Your Financial Plan.
Understand what’s working, where you may be exposed, and what to do next—so you can move forward with confidence.
✔ Review your investments and allocation
✔ Identify tax and planning opportunities
✔ Get clear, actionable next steps
Get a second opinion on your financial strategy—no obligation.
Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.
By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential and will never sell your data.
EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.