Executive Wealth Management

Executive Wealth Management has become part of EP Wealth Advisors, continuing to serve its existing clients with the same advisory team under the new company name. Clients keep working with their existing financial advisor while gaining access to EP Wealth's wider range of financial planning and investment services. The combined practice offers ongoing communication with clients' families as their financial circumstances change, along with educational resources such as webinars, regular newsletters and published articles covering financial planning topics. EP Wealth Advisors operates through a network of local offices, so clients can also connect with an advisor near them. The firm describes its work as building and supporting personalised financial plans and investment strategies aligned with each client's individual goals, rather than offering a single, standard product.