Lucas Karasch, CFP

    senior couple meeting with financial advisor to discuss planning for a longer retirement

    FEATURED INSIGHT

    Planning for a Longer Life

    EP Wealth Regional Director, Ryan Serrecchia, CFP®, shares strategies...

    Read More

    Subscribe and Stay Current with EP Wealth's Insights

    What Happens to Your Tax Liability With Proper Financial Planning?
    What Happens to Your Tax Liability With Proper Financial Planning?

    EP Wealth Vice President, Advisor, Lucas Karasch, CFP®, shares how proactive tax planning during...

    How to Talk to Your Spouse About Finances
    How to Talk to Your Spouse About Finances

    When two people get married, they’re not only bringing together two unique personalities and...

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials