EP Wealth Advisors

VIEW OUR LATEST MARKET UPDATE

FIND A FINANCIAL ADVISOR NEAR YOU

Our breadth of coverage across the U S means we’re local—here to serve your needs at your convenience

• CA – Orange County
• CA – Redwood Shores
• CA – San Diego
• CA – Torrance (HQ)
• CA – West Los Angeles
• CA – Westlake Village
• CA – Walnut Creek
• CO – Denver Tech Center
• SC – Hilton Head
• UT – St
• George
• UT – Salt Lake City
• WA – Friday Harbor
• WA – Mt
• Vernon

SEE HOW WE WORK WITH YOU

You and your EP Wealth Advisor meet to discuss your situation and goals

Your EP Wealth team of CFP®s, estate attorneys, and investment professionals build your personalized, comprehensive financial plan

Your investment portfolio is strategically structured, and your advisor works with you to implement your estate, tax, giving and other plans

We meet regularly to keep you informed of your progress and stay up-to-date with your life changes

SIMPLIFY YOUR WEALTH MANAGEMENT JOURNEY

Our wealth management approach is designed to guide you throughout your financial planning and investment journey

Is your financial plan on track? Is your investment portfolio aligned with your financial plan? Will you be able to retire with confidence? Are you employing tax-reduction strategies? Do your business and personal finances work together? Do you have a plan in place to protect your heirs and legacy?