Management Team

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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Retaining Key Employees with Deferred Compensation Plans

Deferred compensation plans help...

The Importance of Liquidity in Financial Planning for High-Net-Worth Families

EP Wealth’s Colton Peck, CFP®,...

Aligning Wealth Management with ESG Values

EP Wealth’s Carrie Sax, CFA, CFP®...

Tax-Saving Strategies for High-Value Real Estate Transactions

High-value real estate transactions can...