EP Wealth Advisors

Financial independence by 40 is an ambitious but increasingly common...

Learn how high-net-worth individuals can approach retirement planning through tax-efficient...

Explore how municipal bonds can provide tax-free income for high-net-worth investors, contribute to...

Learn how high-net-worth individuals can reduce gift taxes while supporting family through annual...

Learn how to balance the financial needs of aging parents and children. Explore planning strategies...

Explore strategies for building a retirement income plan—covering taxes, timing, liquidity, and...

Explore how asset protection trusts may help safeguard wealth from legal risks and support...

Explore tax-smart strategies for retirement withdrawals—from sequencing and RMDs to Roth...

Learn how tax-loss harvesting can help reduce capital gains exposure and support long-term planning...