Given the unprecedented impact of the novel COVID-19 virus, we at EP Wealth want to share a few key updates regarding our commitment to you. We will do our part to protect your health, employee health, and our communities while still providing you the service you have been accustomed to.
Our Business Continuity Plan has been enacted. This plan was developed and is currently being administered by our firm’s senior leadership. The Business Continuity Plan is intended to allow our firm to maintain normal operation and provide continuous services to our clients under current circumstances or any other unexpected scenarios without any anticipated disruptions. The plan includes the capability for our staff to operate remotely while maintaining standard efficiencies. We have enacted the remote capabilities of our Plan on multiple occasions. Most recently, as a result of the fires that affected Northern California, we were forced to close our offices in the region. In these instances, we are pleased to say that the Business Continuity Plan was employed without any business or operational disruptions. We have planned for and are dedicated to providing our services no matter the situation. As directed by government officials or as otherwise determined by our firm’s senior leadership, we will close some or all of our offices. Please bear with us, as the current situation is fluid and constantly changing, and, as a result, may cause minor delays in processing. However, rest assured that due to our preemptive planning and preparation, we will continue to service your accounts as normal.
Based on recommendations for social distancing from the Centers of Disease Control and Prevention, we recommend you call or video conference for your meetings. All our normal phone lines work, and if you need to see us in person, that is still an option in almost all locations. We are here and we want to help.
We recognize the environment and conditions are rapidly changing. To see our up to date hours of operation, you can click here.
EP Wealth is here for you. Should you have any questions, please reach out to your advisor. We cherish our client relationships and look forward to seeing you all soon.
Patrick Goshtigian, CFA
CEO and President
EP Wealth Advisors
The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.
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