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Tailored Fiduciary Services for High Net-Worth Investors
Managing wealth over $1 million requires specialized attention. At EP Wealth Advisors, we offer customized wealth management solutions for individuals like you, designed to preserve and grow your wealth. Book your free Financial Health Assessment today and get tailored advice on how to strengthen your financial strategy for the year ahead.
EP Wealth has been featured in:
What’s the Health of Your Wealth?
We review your investments, income, expenses, insurance, and other relevant information to understand your current financial situation and provide you with actionable next steps, intended to achieve your goals more effectively.
For investors with:
$500k
Access Our Uncommon Array of Fiduciary Services
Think of your EP Wealth advisor as a trusted advocate, offering comprehensive financial guidance to guide you towards a more secure financial future.
Here is an overview of the fiduciary services we offer.
Financial Planning
Comprehensive financial planning tailored to your unique goals, helping you navigate complex decisions with confidence and security.
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Investment Management
Investment analysis and personalized portfolio management strategies designed to help you achieve long-term financial success.
Business Planning
Strategic business planning solutions to help you grow, protect, and transition your business, ensuring long-term success and financial stability.
Retirement Planning
Tailored retirement planning strategies focused on maximizing your future income, managing risks, and ensuring a secure and fulfilling retirement.
Estate Planning
Comprehensive estate planning services designed to help you protect your legacy, minimize estate taxes, and ensure your wishes are carried out for future generations.
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Tax Planning
Strategic tax planning solutions designed to help you minimize liabilities, maximize savings, and achieve your financial goals with confidence
Request a Financial Health Assessment to Receive:
- A personal consultation with an EP Wealth Advisor (with $500,000 in investable assets)
- An interactive evaluation of your finances, including the probability of achieving your goals - known as a Monte Carlo Simulation
- Recommended next steps to help your finances and investments
