Terri Velgara

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

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

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

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