If you’re concerned about the potential impact that economic developments — like tariffs — may have on your portfolio and personal financial situation, let’s connect.
EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
金融服务
Westlake Village，California 255 位关注者
关于我们
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 https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media
- 网站
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EPICwp.com
EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Westlake Village，California
- 类型
- 自有
- 创立
- 1998
- 领域
- Financial Advice、Retirement Savings、Small Business Planning、Tax Planning Strategies、Estate Planning、Insurance、Intergenerational Planning、Retirement Plan Distribution、Wealth Preservation Strategies和Investment Management
地点
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主要
获取路线
250 N Westlake Blvd
Suite 200
US，California，Westlake Village，91362
EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC员工
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Angela Monateri, CFP
Financial Advisor at Ameriprise Financial Services, LLC
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Steven Ballard, JD, CRPC?, CFP?, AWMA?, AAMS?
Private Wealth Advisor & CERTIFIED FINANCIAL PLANNER? practitioner with Ameriprise Financial Services, LLC
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Lauren Proctor
Client Concierge & Office Manager at EPIC Wealth Partners
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Dan Fitzgerald
Paraplanner
动态
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We are thrilled to share that Forbes has recognized EPIC Wealth Partners as one of the 2025 Best-in-State Wealth Management Teams! Together, we have reached new heights, and this recognition is a testament to the hard work, dedication, and passion we bring to our clients every day. Our Team’s commitment to excellence and personalized service is at the heart of everything we do, and it's an honor to be acknowledged for these efforts. As we celebrate this success, we also look forward to continuing our journey of growth and innovation. We remain focused on delivering tailored financial strategies that empower our clients to achieve their goals and secure their futures. Thank you to our clients for your trust and partnership, and to our incredible Team for making this achievement possible. Here's to many more milestones together! #EPICTeam #EPICWealthPartners #BestinState #WealthManagement #Teamwork https://bit.ly/4k1J7Ch
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Meet Kevin! Kevin is our newest Client Service Coordinator and Business Processor here at EPIC Wealth Partners. Kevin joined our Team back in October, bringing with him a wealth of experience and a fresh perspective that has already made a significant impact. His keen attention to detail and commitment to EPIC client satisfaction ensure that every interaction is handled with care and precision. Kevin graduated from UC San Diego with a major in Business Economics. Outside of work, Kevin enjoys playing soccer and watching MMA. We are thrilled to have him on board and look forward to the many contributions he will make to our Team! #EPICTeamMember #WelcomeKevin #ClientService #EPICWealthPartners
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As the wildfires in California continue to wreak havoc in Los Angeles, our hearts go out to our clients, their families, and everyone impacted by this tragedy. Stay safe. #LAstrong #staysafe #protecteachother #Californiastrong #EPICWealthPartners
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Happy Friday! Did you realize that today marks the anniversary of the start of the Brooklyn Bridge's construction over 150 years ago? Now, it stands as a national landmark, attracting visitors from around the globe! #newyorkcity #brooklynbridge #FFF #EPICfacts #Ameriprise Source: https://bit.ly/4a3i8BD
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Happy New Year! Wishing you health, happiness, and success in all your endeavors. Cheers to a wonderful year ahead! #happynewyear #2025 #EPICyearincoming #EPICWealthPartners #Ameriprise
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Happy National Fruitcake Day! Fruitcake has a storied history and a special place in holiday traditions around the world. Made with a mixture of dried fruits, nuts, and spices, often soaked in spirits, this cake can be a delightful addition to any festive gathering! #fruitcake #FFF #funfactFriday #EPICfacts #EPICWealthPartners
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Happy First Night of Hanukkah! May this festival of lights bring joy, warmth, and happiness to your home. Enjoy time with family and friends, while creating cherished memories that will last a lifetime. Wishing you eight days filled with blessings and light! #HappyHanukkah #holidays #EPICWealthPartners #Ameriprise
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Merry Christmas from the EPIC Wealth Partners Team! We hope this festive season brings you joy, warmth, and prosperity. As we reflect on the past year, we're grateful for the opportunities to serve our clients and build lasting relationships. May the New Year bring new beginnings, exciting opportunities, and continued success for you and your loved ones. Enjoy the holidays with family and friends, and here's to a prosperous 2024! #EPIC #MerryChristmas #happyholidays #EPICWealthPartners #Ameriprise
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Tomorrow is considered the "birthday" of the crossword puzzle, since it was invented by Arthur Wynne on December 21st in 1913! Do you enjoy playing crossword puzzles? Comment below! #crosswordpuccle #FFF #funfactfriday #EPIC #EPICWealthPartners
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