EP Wealth Management, LLC is a financial services firm based in Fairfield Twp, NJ, dedicated to providing clients with a comprehensive planning experience. With a commitment to service and a focus on personalized strategies, their experienced team offers customized wealth accumulation, preservation, risk management, and financial estate planning solutions.
Founded on the belief that clients deserve independent and objective advice, EP Wealth Management, LLC takes a proactive approach to investing and planning, helping individuals define and protect their legacy. Their five-step process, known as The Legacy Compass, ensures that clients' financial goals are prioritized, analyzed, mapped, implemented, and continually monitored to work towards their desired outcomes.
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