Epwealth.com Website Review

IS YOUR FINANCIAL ADVISOR LISTENING TO YOU? ARE YOU COMFORTABLE WITH THE WEALTH MANAGEMENT PROCESS? It is only by listening and understanding that we can build you a personalized and comprehensive financial plan. In collaborating with you, we create a framework that allows us to make thoughtful and prudent decisions. It’s the one way to truly manage the many components of your financial future—not just to meet your financial goals and objectives, but also to fulfill your EP Wealth’s Peace of Mind Planning Model is our cornerstone wealth management process intended to help you build a more solid financial We spend the time with you to develop a comprehensive understanding of your current needs, future goals, and personal or family ambitions—the crucial context needed to plan, invest and forge an effective partnership. You’ll receive a tailored financial plan that organizes your financials and defines your goals. This financial foundation allows us to make thoughtful decisions together that are in your long-term best interest. We work with you to put your plan into action. This includes creating an investment portfolio strategically structured by our in-house investment team, balanced by your goals and your risk tolerance. It reaches beyond securities to encompas* your real estate, small business, insurance, college funding, wealth transfer and more to create a resilient, personalized and integrated portfolio. Our goal is to limit the surprises, and our responsibility is to continually keep you informed through transparent reporting and proactive recommendations aligned to your goals and objectives. When you have questions, we will be there to help you. In all of our wealth management services we an*lyze your unique circu*stances and make sure we are working towards your identified goals. As fee-only advisors, we strive to make the process simple and transparent. Investment Management Portfolio performance is only as important as it helps you achieve