Located right off of the 5 freeway next door to Magic Mountain theme park, on the corner of Magic Mountain Blvd. and Tourney Road. Our Valencia office invites you to visit and meet our financial advisors to see what our full-service team can provide.
Taxes are one of life’s largest expenses. EP Wealth can help with tax projections, planning, and the preparation of returns with our on-staff CPA to help you make informed decisions.
With shifting tax codes and regulations, it’s important to make sure your estate plan is up to date. EP Wealth can review your estate plan and partner with your estate attorney to protect your estate and fulfill your legacy wishes.
A successful financial plan is about more than portfolio performance. It’s a pathway that takes you from where you are to where you truly want to be.
If you're looking to create a financial plan and a custom investment portfolio for your goals, talk to one of our Valencia financial advisors today!