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.
Schedule your Financial Health Assessment today using the form!