Life Transition Planning

Your Guide for Uncharted Territory

Talk to an EP Wealth Advisor

Unexpected opportunities and challenges may arise that can dramatically alter your life plans: marriage, children, inheritance, sale of a business, divorce or loss of a spouse are just a few examples.

You may never have experienced these changes, but we have. EP Wealth Advisors® can help simplify these complex transitions so that all involved have financial stability in the next phase of life.

EP Wealth’s Financial Planning Model adapts to your situations:

We listen to your new situation and gather and organize all financial information.

You’ll get a financial recommendation based on our analysis with respect to the new objectives of all individuals involved, including short-term and long-term needs.

Your financial plan and portfolio will be updated to meet your post-event financial objectives. We will balance your new goals with your risk tolerance, reaching beyond securities and equities when appropriate to also encompass real estate, insurance, college funding, wealth transfer and more in a personalized and integrated portfolio.

We will regularly check in on your transition progress and search for proactive recommendations tethered to your new goals and objectives. When you have questions, we will be there to find the right answers for you.

To discuss your specific situation, we invite you to contact one of our advisors.

Talk to an Advisor
Financial Health Assessment

For investors with more than $500,000 talk to us about a free Financial Health Assessment today!

Financial Advisors Near You

EP Wealth has provided financial advice for retirees, executives, entertainment professionals, professional athletes, engineers, doctors, lawyers, divorcees, widows/widowers, LGBTQ community, real estate investment owners, foundations, and small business owners. Connect with an advisor near you.

Are You Looking to Create or Update Your Financial Plan? 

Contact us today and we'll get you connected with one of our EP Wealth Advisors who can help you build your personal financial plan!






EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented. All expressions of opinion are subject to change without notice.

Every firm assigns unique titles to their respective advisory staff. A Financial Advisor, Wealth Manager, Private Wealth Manager, Personal Wealth Manager, Financial Planner or other similar titles may be synonymous with no true distinction in the services, qualifications, or experience of the professional assigned to said title. To better understand if a distinction exists amongst the professionals holding different titles, please review the firm’s Form ADV and the Form ADV Part 2B of the professional you intend to work with.

Hiring a qualified advisor and/or financial planner does not guarantee investment success, and does not ensure that a client or prospective client will experience a higher level of performance or results. No guaranty or warranty is made that any direct or implied results or projections being represented here will be met or sustained.

Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice.

The need for a financial advisor or financial planner and/or the type of services required are specific to the uniqueness of each individual’s circumstances. There is no guarantee or warrantee that the services offered by EP Wealth Advisors will satisfy your financial service requirements. Services offered by other advisors may align more to your specific needs.

All investment strategies have the potential for profit or loss. Different types of investments and investment strategies involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. The risk of loss can never be eliminated even if working with a professional.

EP Wealth Advisors, LLC. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability

Find an Advisor Near You

Lorem ipsum dolor sit amet consectetuer adipiscing