We are excited to announce our partnership with Rampart Weatlh Advisors.

EP’s partnership with Rampart Wealth Advisors was created to facilitate more one-on-one time between you and your advisor. This enables your advisor to continue to work towards helping you achieve your financial goals.

You will continue to have your same advisory team supporting you. As a result of the new partnership, you will also have access to these services:

  • Chartered Financial Analyst® Investment Expertise – EP dedicates an in-house investment team run by six CFA® charterholders.
  • Customized Investment Strategies – You will gain access to a range of investment management strategies that strive to meet all income goals and a team who specializes in active and passive investment options, individual stocks and bonds, exchange-traded funds, mutual funds and more.
  • CERTIFIED FINANCIAL PLANNER™ Support – A dedicated financial planner will support your existing advisor. The EP financial planning department specializes in a wide range of financial planning disciplines, including business, insurance, retirement, divorce, estate, college, charitable and social security planning, and executive compensation strategies–all to help meet long-term planning objectives.
  • Investing In Women – EP’s initiative addresses women’s distinct planning needs, including longevity, unique risk profiles and an increased share of the family wealth, as well as employing specific, research-backed communication strategies to ensure women’s proper representation in the overall financial planning process.
  • Personal Financial Website – EP clients have secure links to all financial accounts to provide you with a comprehensive picture of your net worth, budgeting and goals in real-time.
  • Informed Investor Events and Newsletters – EP provides ongoing access to educational webinars, “Informed Investor” events and quarterly newsletters.
  • Client-Centric Culture – We are a network of professionals who care deeply about you, your goals and your legacy and will collaborate to help you through our peace of mind planning process.
  • Fee-Only Fiduciary – You have a partnership with a fee-only fiduciary with both legal and ethical duties to act in your best interest.

We believe everyone would live a better life if their finances and investments were in order. Our mission is to help make this world a reality. We do so by working through our peace of mind planning process that creates a comprehensive financial plan and personalized investment strategy intended to help achieve your life goals.

We’re here to answer any questions, and your advisor team’s contact information can be found below:
– Dave Heinz: dheinz@epwealth.com
– Nick Hatfield: nhatfield@epwealth.com

We look forward to partnering with you and your family today and for years to come. Welcome to EP!

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