Dallas-Crescent Court, Texas

Dallas- Crescent Court, TX

EP Wealth advisors in Dallas- Crescent Court help those in the customized investment portfolios, retirement plans, estate planning, business solutions, charitable giving guidance, trustee appointments, tax plans and more. Our team understands specifically how to help families, individuals, and business owners achieve short and long-term lifestyle and financial goals based on their unique situation. Contact us today to start building your financial future.

iStock-589102284-1

CLIENT SUPPORT TEAM

Jody Nava
Senior Client Relationship Associate

Amy Davis
Senior Client Relationship Associate

Tiffany Pasley
Office Services Manager, Partner

Contact Our Dallas-Crescent Court Financial Advisors

Located in dallas crescent court.Our dallas- crescent court office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

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.

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...

It is time to start looking ahead to...