Wealth Management & Financial Planning
More than investments
Planning, tax considerations, retirement and legacy, integrated into one strategy.
We do not just manage investments. We integrate the whole picture.
Investments, financial planning, tax considerations, retirement and legacy: one conversation.
Most financial planning practices will manage your portfolio. Some will build you a financial plan. A few will discuss tax considerations during filing season. Almost nobody brings investment, financial planning, and tax-related considerations together before important decisions are made.
That is the work of Epley Partners Private Wealth: integrating financial planning, tax planning strategies, retirement and legacy planning into one coordinated strategy, so that each decision is made knowing what the others are doing.
Below is everything that lives inside that strategy: for individuals and families on one side, and for business owners on the other.
Individual & Family
Services
Accounts, tax planning strategies, retirement and legacy, planned as one. Every service below links to a full explanation of what it involves and how it connects with the rest.
Individual & Family Services:
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
- Insurance Planning
- Medicare & Social Security Planning
- Alternative Investments
Business Owner
Services
Your business and your personal finances are one picture. We plan the company’s decisions and your own in the same conversation, from growth through the eventual exit.
Business Owner Services:
- Business Planning
- Business Tax Planning
- Retirement Plan Consulting
- Succession Planning
- Exit & Transition Strategies
- Self-Employed Retirement Plans
A complete financial strategy built around your life
We don't only manage investments. Each piece of your financial life influences the others, so we plan them as one system rather than a set of unrelated decisions.
- You: one plan
- Investments
- Retirement
- Legacy Planning
- Estate Planning
- Wealth Management
- Tax Planning
How the strategy gets built, step by step
Schedule a ConsultationDiscover
We learn about your goals, your values, your current situation and what matters most to you.
Strategize
We build a personalized strategy that brings investments, tax planning considerations, retirement and estate planning together as part of your overall financial plan.
Implement
We put the plan into action and coordinate the moving parts so nothing is left half-done.
Adjust & Grow
We conduct reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggest any changes where needed.
Four reasons we believe clients stay
Personalized Guidance
A deliberately limited number of relationships, so each one gets real attention and direct access.
Integrated Wealth + Tax Planning
Tax planning sits inside the planning conversation from the start.
Clear Explanations
Plain language, as many times as it takes. A plan you can describe to someone else is a plan you actually own.
A Long-Term Relationship
The same person on the phone year after year, adjusting the plan as your life changes.
Check our background on FINRA's BrokerCheck
BrokerCheck is a free tool from the Financial Industry Regulatory Authority (FINRA) that lets you research the professional background of brokers, investment advisers and firms.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision.