You probably want what’s best for your kids. You may want to give your oldest and youngest the same opportunities, and you probably hope that one day, they’ll end up even better off than you are.

The decision to work with a wealth manager can be very important. By partnering with a wealth manager, you don’t have to take on the huge responsibility of developing a plan and setting long-term financial goals alone. 

Acquisition adds six professionals and strengthens EP Wealth’s presence in the greater San Francisco region

Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time to get back in action. Here are a few ideas you can easily do from the comfort of your home online with your tablet/computer and a phone.

Author: Elliott Servais

According to a recent Manta survey of small-business owners, 34% don’t offer any type of retirement benefits.

Why is this?

As a small business ourselves, the team at EP Wealth Advisors knows that running your company makes time a precious resource. Employers who aren’t investing in a retirement plan may be missing out on an opportunity to prepare for retirement and the potential saving benefits that come with it.