From the EPIC Wealth Partners Team, we wish you and your loved ones a Happy Thanksgiving! What are you thankful for this year? #thanksgiving #grateful #family #EPICthanksgiving #Ameriprise
EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
金融服务
Westlake Village，California 253 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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Joseph W. Domato, MS, APMA?, CRPC?
Financial Advisor | Vice President I Lead Trader
动态
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Happy Friday! Learn some fun facts about the cute and adorable French Bulldog in today's post! What's your favorite dog breed? Comment below! #FFF #EPICWealthPartners #frenchbulldog #favoritedog #funfactfriday #Ameriprise Source: https://bit.ly/3AKmxMR
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Happy Friday! Check out today's Fun Fact Friday post to learn more about when and where the first ever stock ticker originated! #stockticker #FFF #funfactFriday #EPICfacts #EPICWealthPartners Source: https://bit.ly/40QcvEC
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Happy Veteran’s Day from the Team at EPIC Wealth Partners. Today, we honor and express our deepest gratitude to the brave men and women who have served in the armed forces. Their courage, sacrifices, and dedication to protecting our freedoms and values inspire us all. In connection with honoring our veterans, we are happy to announce that one of our advisors, Scott Wilcox, has successfully passed and earned his CMFA?? certification and is now a Certified Military Financial Advisor! This achievement is a testament to Scott's dedication and expertise in providing specialized financial guidance to military personnel and their families. His commitment to this important field ensures that those who serve our country have access to the best financial advice tailored to their unique needs. Well done, Scott, on reaching this significant milestone in your career! Your hard work and passion are truly inspiring, and we look forward to seeing the positive impact you will continue to make in the lives of those you serve. scottawilcox.com #VeteransDay #CMFA #honor #EPICWealthPartners #Ameriprise
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Happy Friday! Can you believe it is already November? This year has flown by! Check out today's #FFF post for some interesting November facts! #November #funfactfriday #EPICWealthPartners #BeEPIC #Ameriprise
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Today is the start of Día de Muertos, Day of the Dead, which is celebrated today and tomorrow. It is a vibrant and meaningful celebration that honors the memory of loved ones who have passed away. Families gather to create colorful altars, adorned with marigolds, candles, and photographs, offering favorite foods and treats to welcome the spirits of the deceased. It's a time of reflection, remembrance, and joy. #diademuertos #dayofthedead #FFF #EPICWealthPartners #Ameriprise
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I was honored to attend the Forbes Top Advisor Summit last week, celebrating EPIC Wealth Partners' recognition on the 2024 Best-in-State Wealth Management Teams list. This event gathered leading financial advisors and experts from across the nation to exchange ideas and insights about the industry. The summit was not only an opportunity to celebrate achievements but also a platform for deep learning and networking with some of the brightest minds in the field. Throughout the sessions, we explored emerging trends, innovative strategies, and the evolving landscape of wealth management. It was inspiring to see the collective commitment to excellence and client-centric service that drives our industry forward. As I return to my practice, I am more motivated than ever to implement these insights and continue striving for excellence in serving my clients. The future of wealth management is bright, and I am excited to help our existing clients, as well as future clients, achieve their personal and financial goals. #BeEPIC #EPICWealthPartners #Forbes #bestinstate #wealthmanagement #Ameriprise EPICwp.com
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Happy Workiversary to our Client Service Coordinator, Cindi Messing! Cindi has dedicated 15 wonderful years to EPIC Wealth Partners! Thank you, Cindi, for everything you contribute! #workiversary #15years #waytogo #EPICTeam #EPICWealthPartners
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Happy Friday and National Chocolate Cupcake Day! Celebrate today by going to your favorite bakery and enjoying this delicious treat or have fun baking them at home with family and friends! #chocolatecupcakeday #FFF #funfactfriday #EPICWealthPartners #BeEPIC Source: https://bit.ly/3NtzugC https://bit.ly/3Nx61T6
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Did you know that clouds are not only beautiful but also play a crucial role in our planet's climate system? Check out today's #FFF post to learn more! Next time you look up, take a moment to appreciate the incredible variety and importance of these natural wonders! #funfactfriday #clouds #EPICWealthPartners #funfact #Ameriprise Source: https://bit.ly/3Y3vwAn
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