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    Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits

    EP Wealth Vice President, Advisor, David DeVita, CFA, CFP®, CIPM®,...

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    Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits
    Managing Sudden Wealth: Lottery Winnings, Inheritances, and Business Exits

    EP Wealth Vice President, Advisor, David DeVita, CFA, CFP®, CIPM®, CEPA, shares how to approach a...

    Mega Back Door Roth Options: How They Work and Who They're For
    Mega Back Door Roth Options: How They Work and Who They're For

    EP Wealth Vice President, Advisor, Carrie Sax, CFA, CFP®, explains how the mega backdoor Roth works...

    The Importance of Asset Location: What to Consider for Tax-Conscious Investing
    The Importance of Asset Location: What to Consider for Tax-Conscious Investing

    EP Wealth Vice President, Advisor, Terri Velgara, CFP®, shares how asset location strategies...

    How to Align Wealth Planning with Luxury Lifestyle Goals
    How to Align Wealth Planning with Luxury Lifestyle Goals

    Thinking about a yacht, jet, or luxury property? EP Wealth Vice President, Advisor, Jason Taylor,...

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