EPE Wealth Advisors offers trusted advice to help you grow, protect, and transfer your wealth.
We understand that affluent clients like yourself have complex needs and high expectations. Partnering with LPL Financial, EPE Wealth Advisors can provide you with convenient and customized access to a broad range of subject matter expertise and time-tested capabilities including:
- Advanced planning – Experienced planners create comprehensive plans on your behalf that include plan design, summary, and report creation.
- Estate and philanthropic planning – we can effectively and efficiently help you pursue your wealth transfer goals with new strategies and opportunities for improvement.
- Tax planning – We have access to CPAs and legal specialists to deliver tax plans that help make the tax code work for you.
- Customized portfolio construction – Investing experts analyze your portfolio and present guidance, aligned with your risk and return objectives, in a high-end deliverable.
- Investment proposals – We have access to an industry-leading investment proposal that illustrates yours current account against your proposed solution.
With our High-Net Worth Planning Services, we can create personalized strategies, goal-directed insights, and comprehensive wealth planning that can help you grow your wealth and/or your business.
