EPS Wealth Management: A Reliable Financial Expert
EPS Wealth Management is a reputable financial advisory firm that assists clients in achieving their financial goals. With years of experience in the industry, their team of experts is well-equipped to provide personalized and comprehensive financial services to individuals, families, and businesses.
How does the advisor help clients? – Key Takeaways:
- Assistance in creating a personalized financial plan
- Expertise in investment management and portfolio diversification
- Guidance in tax planning and estate planning
- Access to a wide range of financial products and resources
- Regular portfolio monitoring and performance evaluation
Facts and Insights
EPS Wealth Management has been in the financial industry for over 20 years and has established a strong reputation for its expertise and client-oriented approach. Their team of advisors has a deep understanding of the financial market and stays updated with the latest trends and developments. This enables them to provide valuable insights and strategies to clients, helping them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number Of Advisors | Time In Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
EPS Wealth Management offers a wide range of financial services to cater to the diverse needs of their clients. These include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide specialized services for businesses, such as employee benefits and succession planning.
Client Types
EPS Wealth Management serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They understand that each client has unique financial goals and objectives, and they tailor their services accordingly. Their advisors are experienced in managing complex financial portfolios and can handle the diverse needs of their clients.
Fees & Compensation
EPS Wealth Management follows a fee-based model, which means that they charge a percentage of the client’s assets under management as their fee. This ensures that their interests are aligned with their clients, and they work to maximize their clients’ returns. They are transparent about their fees and provide a breakdown of all the charges in their client agreements.
Background
EPS Wealth Management was founded by a team of financial experts with a passion for helping clients achieve financial success. They have grown their business through a client-centric approach, focusing on building long-term relationships based on trust and transparency. Their team includes certified financial planners, investment advisors, and tax consultants, who work together to provide comprehensive financial solutions.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to understand their disclosures and potential conflicts of interest. EPS Wealth Management operates with full transparency and provides all the necessary disclosures to their clients. They adhere to the fiduciary standard, which means that they are legally obligated to act in the best interests of their clients. They also have a code of ethics that they strictly adhere to, ensuring the highest level of integrity and professionalism.