About Epley Partners Private Wealth
A partner for the long term
An independent wealth management practice in Las Vegas.
The practice exists because of one recurring conversation
Our mission: to help people make more of their wealth.
Jimmy Epley has worked in the tax and financial services industries since 1997 and obtained his investment license in 2002. Over the years, he observed that many important financial decisions were made without full consideration of their broader financial implications. Clients would often arrive after an account transfer, property sale, or distribution had already occurred, leaving limited opportunity to evaluate how those actions fit within their overall financial plan.
Epley Partners Private Wealth was founded on a straightforward idea: financial decisions are often most effective when viewed in the context of a client's complete financial picture. Our approach brings together investment, retirement, estate, and tax-related considerations to help clients make informed decisions while working with their qualified tax and legal professionals as appropriate.
Today the practice serves more than 5,000 families and businesses nationwide from its Las Vegas office, and works with a deliberately limited number of relationships so that each one gets real attention.
A different approach to wealth management
In our opinion, many firms focus on one thing: the portfolio. It is the part that is easiest to measure and easiest to sell, and for a certain kind of client it is enough. For most people it is a fraction of what actually determines the outcome.
We work the other way round. The plan comes first: what you are trying to do, over what period, with what constraints. From there, investments, tax planning, retirement and legacy planning are the instruments that serve it. Each one is chosen knowing what the others are doing.
A short introduction from Jimmy
Clear explanations, as many times as it takes
A plan you cannot explain to your spouse is a plan you have not actually agreed to; you have only deferred to someone.
So we explain. In plain language, as many times as it takes, including the parts that are inconvenient. Clients who understand their own plan ask better questions, make faster decisions, and stay put when markets get loud.
That is the whole differentiator: clear explanations, financial education, steady communication, and the same person on the phone year after year.
Meet the people behind the serviceFive commitments, in plain terms
Client First
Do what is right for the client. Always.
Create Extraordinary Value
Deliver more value than people expect.
Own The Outcome
Take responsibility. Solve problems. Finish what we start.
Never Stop Growing
Learn every day. Improve every day. Never settle.
Think Big
Challenge conventional thinking and pursue what others believe is impossible.
Check our background on FINRA's BrokerCheck
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