Acquisition enhances EP Wealth’s reach in the Northwest, bolsters financial planning and investment management expertise and adds more than $500M in AUM

With the new tax law, people are often wondering about the new rules and tax deductions—especially small business owners.

For my business owner clients, I often look into the construction of a retirement plan for their company that can also help them build their own retirement.

When talking about the Baby Boomer generation, sometimes the ‘Great Wealth Transfer’ comes up in the conversation. People wonder how wealth management will change as the holders of massive amounts of wealth change.

When talking about finances and investments with my clients, I rely on a fundamental question to help guide the financial planning and investment management process.