Leah Cantor, MS

A woman analyzes financial data and asset location on her laptop and tablet at table

FEATURED INSIGHT

The Importance of Asset Location: What to Consider for Tax-Conscious Investing

EP Wealth Vice President, Advisor, Terri Velgara, CFP®, shares how...

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Whether to Share Financial Assets with Your Spouse

How couples manage their finances can look different for everyone. EP Wealth's latest blog explores...

Women, Investing, and the Gender Wealth Gap

Women face unique financial challenges, but also powerful opportunities. Our newest blog looks at...