Business Name: EP Wealth Advisors
Business Description: I am a financial advisor providing full wealth management solutions to individuals and businesses. I specialize in working with clients who are in all stages of going through a divorce. I help them prepare financially, create the settlement that is best for them and then create an investment plan that allows them to begin a new life in the best financial position possible.
How Business Creates Value: I provide customized financial solutions and planning that is designed around my clients' personal goals and dreams. I take care of their money so they can spend their time doing what they enjoy.
How Member Creates Value: I treat my clients like family. I earn their trust and confidence and treat them with respect and kindness. We have a partnership that they want their friends and family to experience as well.
Because I have experienced divorce myself, I am uniquely qualified to understand the entire process as well as the toll it takes both emotionally and financially. I help my clients build a team of experts around them to help guide them and give them the support they need.