| Finance & Wealth Management |
L to R: Brian Parker, CFP® Ryan Serrecchia, CFP® Tammy Trenta, MBA, CFP® Kevin Ashworth, CFA Sherryl Ray Derek Holman, AIF®, CFP® Patrick Goshtigian, CFA
EP WEALTH ADVISORS
E
P Wealth Advisors, an independent financial planning and investment management firm, assists clients in all stages of life with their finances in the areas of investments, estates, business, tax planning and life transition.
How do your services target clients’ needs and exceed their expectations?
“To create wealth, everyone needs to invest in something. The obvious answer for an investment firm is to invest in the stock market, but investing can also be investing in your business or career, your relationships with your family, a personal dream, your health, or investing time in your community. We exceed our clients’ expectations because we’re able to see that wealth goes well beyond a portfolio; it’s about living the life you’ve always wanted—which often requires financial preparation. We include a stock and bond portfolio and a finan-
cial plan—but also account for those meaningful parts of your life.”
How do you cater to your clients’ requirements on a one-on-one basis?
“We spend time up front getting to know our clients, because that’s the way we can truly invest appropriately for each of them. We ask questions about what matters to them and why so we can help them achieve their own goals and dreams.”
FAST FACT EP Wealth Advisors is a fee-only firm with more than $2.2 billion in assets under management.
What’s the most common mistake people make with their money? “Not saving enough—it makes retirement planning so much more difficult. On the investing side, probably holding too concentrated of a portfolio, because that opens up so much risk.
We make sure our clients save enough and that they have a portfolio that’s balanced so they don’t take big hits.”
Give us your opinion on today’s economy and how it impacts your customers.
“Make no mistake: The times are changing. And that can be scary. But if you take a step back from the headlines, it’s easier to see that there have been many scary times throughout history. The market has always improved over longer periods of time. In the short term, we have to understand political repercussions, but it’s still about evaluating the fundamentals of the market. Right now we are still cautiously optimistic. Our job is to remind our clients of the facts and the context of the current political and economic situation so we can get to what’s important: their life goals.” Disclaimer: All investments and investment strategies have the potential for profit and loss. No guarantees or warranties can be made that a client or prospective client will achieve profitable results or be satisfied with our services. Assets under management are as of 3/31/16.
21515 HAWTHORNE BLVD., SUITE 1200, TORRANCE | 310-543-4559 | EPWEALTH.COM
142
SOUTHBAY, MAY/JUNE 2016
S P E C I A L A DV E RT I S I N G S E CT I O N