Electronic Communication 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.
The third-party ranking displayed should not be construed as an endorsement of the advisor by any client nor is it representative of any one client’s evaluation or opinion of the advisor. 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. Financial Planning’s RIA Leaders Ranking is based on the assets under management information represented on the firm’s Form ADV filing. This ranking is not comprehensive of all advisory firms. In order to be considered for this ranking a firm was required to be an independently owned fee only firm and at a minimum 50% of the firm’s clients were required to be individual clients. The staff of Financial Planning Magazine subjectively reviewed the Form ADV of eligible firms based on the previously referenced criteria. No subscription fees or questionnaires were submitted by ranked firms in order to be considered.
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.
Electronic Communication Limitations
Electronic 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 any form of electronic communication 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 your contact your respective custodian directly.
EP Wealth Advisors
EP Wealth Advisors 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 www.epwealth.com.