Email & Fax Disclosures

This message is confidential solely for the use of the intended recipient. If you are not the intended recipient, any use, distribution, or copying of this communication is strictly prohibited. Please notify us immediately if you have received this communication in error and instantaneously delete from your computer.

Protect your Privacy

There is no guarantee of privacy in electronic communications. Electronic communications are stored and may be subject to review by EPWA, regulatory authorities, or others with a legal right to do so. Please notify EPWA if you no longer wish to receive communication via electronic means.

E-mail & Fax Communication

E-mail & Fax communication is not always reliable in its delivery, it can be easily misplaced or overlooked, and is not always read in a timely manner. Even though we do our best to avoid these situations, we cannot guarantee that communication sent via email and/or fax will be received, responded to or acted upon. To assure that your orders and/or account instructions are transmitted, please call EP Wealth Advisors, Inc. at 310-543-4559 or contact your respective custodian directly.

Third-party rankings

Third-party rankings are no guarantee of future investment success. Working with a highly-ranked adviser does not ensure that you will experience a higher level of performance. No ranking or recognition should be construed as an endorsement of EPWA by any client.

EP Wealth Advisors

EP Wealth Advisors, LLC  is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”).  Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that EPWA has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, EPWA is not engaged in the practice of law or accounting. To learn more about our firm please visit