What’s the Health of Your Wealth? 

Get a Financial Health Assessment

Talk to an EP Wealth Advisor

For investors with more than $500,000 in investable assets, we offer a Financial Health Assessment.

It starts with a one on one conversation with an EP Wealth Advisor, who’s focused on understanding your goals.

Then, we will assess your investments, income, expenses, insurance, and other relevant information to understand your current financial situation.

As necessary, we will help provide you with actionable next steps intended to more efficiently achieve your goals.

Request a Financial Health Assessment to receive:

One-on-one time with an EP Wealth Advisor

An interactive evaluation of your finances, including the probability of achieving your goals - known as a Monte Carlo Simulation

Recommended next steps to help your finances and investments