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
Company Details
- Employees
- 13
- Address
- 250 N Westlake Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://EPICwp.com
- Keywords
- Financial Advice, Retirement Savings, Small Business Planning, Tax Planning Strategies, Estate Planning, Insurance, Intergenerational Planning, Retirement Plan Distribution, Wealth Preservation Strategies, Investment Management.
- HQ
- Westlake Village, California
- Competitors
- Epic Wealth Insurance, Urbanos Mobile Detailing, Charles Schwab, LPL Financial, 2 Zero Emissions, PCL Financial Group, Goldstein & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC, Dental Lyfe Studio, Golf Insight Inc., Montandon & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Epic Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Questions
Epic Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc's website is http://EPICwp.com
Epic Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc's LinkedIn profile is https://www.linkedin.com/company/epicwealthpartners
Epic Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc has
13 employees.
View email and phone details for 13
employees at Epic Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc.
Epic Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc's industry is
Financial Services
Epic Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc's top competitors are
Epic Wealth Insurance,
Urbanos Mobile Detailing,
Charles Schwab,
Lpl Financial,
2 Zero Emissions,
Pcl Financial Group,
Goldstein & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc,
Dental Lyfe Studio,
Golf Insight Inc.,
Montandon & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc.
Epic Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc's categories are Financial Services
