Tags: , ,

EP Wealth Advisors Acquires Rampart Wealth Advisors

Posted on October 9, 2018

TORRANCE, Calif. – Oct. 9, 2018 – EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) that specializes in client-centric financial planning and investment management services, today announced its acquisition of Rampart Wealth Advisors (“Rampart”), which will bolster EP Wealth’s presence in the Denver area.   Based outside of Denver in… Read more »

San Diego Business Journal: “Active M&A Scene Finds Good Target in Local RIA”

Posted on June 13, 2018

When I help my clients I don’t just look at numbers, I ask them how they want to live their life. For myself, I started to consider what I wanted my life to look like. I knew wanted to keep working with my clients, but I also wanted a succession plan. Sarah de Crescenzo of… Read more »