Wealth Management is a Team Sport: We've got you Covered
Great coaches call great plays, but it takes a team to execute and win. At EP Wealth, you are supported by a Wealth Management Team that is led by your Advisor. Your team will look at the entire field and bring all pieces of your financial picture into view – with each member of the team playing a specific role to deliver for you. Every decision, from tax and investing to spending, real estate, compensation, estate planning, and the timing of any action can have a large impact. Your team, led by your Advisor, works seamlessly together to deliver the best outcome.
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A Team Dedicated To Your Goals
Wealth Team Dedicated to Each Client
Transparency and Guidance
We provide transparency and guidance to help you plan for your future so you can focus on your athletic career now while creating generational wealth for you and your family.
At EP Wealth Advisors, you have access to our full suite of services:
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Business Planning
- Investment Management
- Charitable Planning
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EP Wealth Co-Founder, Brian Parker
Talk to Your Sports Management Advisor
We are looking forward to hearing from you about your goals.
DISCLOSURES
- The need for a financial advisor or financial planner and/or the type of services required are specific to the uniqueness of each individual’s circumstances. The referenced material identified herein is limited in nature and specific to what is offered by EPWA. There is no guarantee or warrantee that the services offered by EPWA will satisfy your financial services requirements. Services offered by other advisors may be more suitable to your specific needs.
- There is no guarantee that all the services detailed herein will be offered to a client. The services EPWA offers clients is dependent on the requirements of each client. In many instances, clients or prospective clients may not have a need for all or some of the services detailed.
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