EP Wealth Advisors Acquires Rampart Wealth Advisors

TORRANCE, Calif. – Oct. 9, 2018 – EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) that specializes in client-centric financial planning and investment management services, today announced its acquisition of Rampart Wealth Advisors (“Rampart”), which will bolster EP Wealth’s presence in the Denver area.

 

Based outside of Denver in Greenwood Village, Colo., Rampart is a collaborative wealth management and financial planning firm born from a merger between David B. Heinz, CFP® and Nicholas L. Hatfield, CFP®. The firm boasts a combined six decades of experience of bringing clients high-quality service with a focus on helping them meet their financial goals. Heinz and Hatfield will both serve as Vice President and Wealth Advisor at EP Wealth.

 

“We took great care in making this decision to partner with EP Wealth, as our focus has always been on providing our clients with the highest quality experience,” said Heinz. “EP Wealth mirrors our culture and commitment to clients, and through this combination, we are able to establish a long-term legacy and continue to provide clients with the best possible financial advice.”

 

“EP Wealth is focused on pursuing partnerships that will allow us to expand our capabilities and resources to improve the client experience, and we are excited to bring Rampart’s talent to our Denver office,” said Patrick Goshtigian, CFA, President and CEO of EP Wealth. “Our partnership with Rampart gives us the opportunity to help more clients in the Denver area, and we’re looking forward to doing so with a firm that aligns with our client-centric philosophy.”

 

Hatfield also commented: “As our firm grew, we devoted more time to administrative and business tasks, but we quickly realized we needed back office support so we could spend more time with our clients. EP Wealth’s extensive resources provide the support we need, and our partnership will allow us to refocus our efforts on what’s important: helping clients reach their financial life goals.”

 

This is EP Wealth’s fourth acquisition in 2018. The firm acquired Caves & Associates, Inc. of Manhattan Beach, Calif., Donnelly Wealth Advisors of San Diego, Calif. and Millie Capital Management of Walnut Creek, Calif. earlier this year. Today’s transaction marks EP Wealth’s fourth acquisition since partnering with Wealth Partners Capital Group (“WPCG”), a financial services holding company, in July 2017.

 

The $118 million AUM acquisition closed on October 5, 2018 and will enhance the firm’s comprehensive financial planning and investment management expertise.  Financial and legal terms of the deal will not be disclosed.

 

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment advisor and financial planning firm based in Torrance, Calif. with additional offices in the San Francisco Bay area, San Diego, West Los Angeles and Irvine, Calif., Seattle and Denver. The firm manages over $4 billion in AUM as of July 31, 2018 and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF®, Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.

 

About Wealth Partners Capital Group
Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which has partnered with EP Wealth Advisors (“EP Wealth”). WPCG enables EP Wealth to grow by identifying and integrating like-minded registered investment advisers who are seeking access to expanded business capabilities, strategic growth and customized transition solutions. The WPCG management team is led by partners John W. Copeland, Rich Gill and Sean Bresnan. For more information, please visit www.wealthpcg.com.

 

Media Contacts
Marissa Foy Comerford

Gregory FCA for EP Wealth

EP@GregoryFCA.com
610-228-2104

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ABOUT THE AUTHOR

Patrick G. Goshtigian, CFA is President of EP Wealth Advisors. Patrick earned a Bachelor of Science degree in Economics from the Massachusetts Institute of Technology and a MBA from the UCLA Anderson School of Management. Patrick also earned the Chartered Financial Analyst designation in 1995. Prior to joining EP Wealth Advisors, Patrick was Head of Nuveen Global Operations in Chicago and Los Angeles for Nuveen Investments and its affiliates. Previous to this role, Patrick served as Managing Director, Head of Institutional Operations and Administration for Nuveen Investments Institutional Services Group as well as various roles at NWQ Investment Management Company, a Nuveen Investments affiliate. Before joining NWQ in 2000, he was Vice President at Analysis Group, an economic and financial consulting firm. Patrick is married, has two daughters and has lived in Hermosa Beach for over 10 years.

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