EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Our mission is to help clients fulfill their most fundamental goals through highly personalized financial solutions. At EPIC Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we believe everyone’s financial journey is unique. Therefore, our EPIC approach focuses on the different facets of your situation while accumulating and building wealth, planning for retirement, and helping you plan for a full and rewarding life. Our team also understands that life does not stop at retirement. Through a multi-generational and philanthropic lens, we strive to show how your legacy can truly live on. Together we: Engage: build relationships and identify your personal goals Plan: form unique advice customized to you and layout a financial plan Implement: utilize tailored investment and asset management alternatives, incorporating tax-efficiency, insurance options, and Legacy Planning strategies Counsel: provide ongoing, goal-based advice which includes guidance on major life decisions and wealth transfer strategies We know life is full of ups and downs, and your goals will inevitably evolve. Our customized process creates a personalized relationship that helps you prepare for life’s unexpected changes, and confidently supports you on the path to pursuing your dreams. (805) 981-3303 250 N. Westlake Blvd. Suite 200 Westlake Village, CA 91362 Social Media Disclosure: Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media