EP Wealth Advisors

EP Wealth has been managing my retirement portfolio for about three years. Jonathan Spector and the analytics team has done tremendous work planning all potential scenarios considering my home and IRA values, potential medical issues, and the uncertainty with the financial markets to craft a plan and guidelines for me as I leave the work force. It is such a relief to know that they are managing my portfolio on a daily basis. Check ins, updates, and communications have been great. I highly recommend EP Wealth.

Working with Jonathan has been the most rewarding experience I have. He is always on top of my financial needs, has my best interest in mind and goes out of his way to make sure my present and future are protected. Could not have asked for a better partner to watch over my life savings

I am a lawyer and engineer which means I can be a difficult client. For the past 6+ years my wife and I have had EP Wealth Advisors (EPW) as our financial advisors. During this time, we have seen our portfolio appreciate considerably under their supervision. EPW, in particular Jon Spector, have become our trusted advisors in all areas of financial planning and wealth growth. I highly recommend their services to anyone who is serious about growing their investments to achieve a comfortable and secure retirement.