Our Services

Our Approach

At EP Wealth Strategies we focus on each client individually. While others may ask a few generic questions in an attempt to fit a client into a premade model allocation, we believe that every portfolio strategy should be as unique as the client we serve.

Retirement Accounts

Traditional IRA

Rollover IRA

Roth IRA

Beneficiary IRA

SEP IRA

Simple IRA

Custodial IRA

Education IRA

Individual 401(k)

Multi Participant 401(k)

Non Retirement Accounts

Individual Investment

Joint Investment

Transfer on Death

Trust Accounts

Custodial Accounts

529 Accounts

Estate Accounts

Corporate Accounts

Investments

Mutual Funds

Common Stock

Corporate Bonds

Preferred Stocks

Treasuries

Government Securities

Municipal Bonds

ETFs

Insurance

Variable Annuities

Fixed Annuities

Fixed Index Annuities

Disability Insurance

Life Insurance

Long-Term Care Insurance

Call me today to discuss your financial aspirations.

Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals. Regardless of your stage in life, your income or your ambitions, a plan can help you accurately manage your finances.

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