EP Wealth Management
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
55 Lane Rd Ste 425, Fairfield, New Jerse...Phone Number
(973) 882-1937Website
www.ep-wm.comRevenue
<$5 MillionIndustry
About EP Wealth Management
NORTHSTAR Wealth Planning specializes in comprehensive financial planning services, focusing on wealth accumulation, preservation, risk management, and estate planning. Their unique process, known as The Legacy Compass, helps clients define and communicate their financial goals and aspirations while ensuring their financial world is organized and accessible. The firm takes a proactive approach to investing and planning, tailoring strategies to meet the individual needs of their clients. Their team consists of experienced professionals dedicated to acting in the best interest of clients and providing exceptional customer service.Explore more
EP Wealth Management Org Chart
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Frequently Asked Questions Regarding EP Wealth Management
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NORTHSTAR Wealth Planning specializes in comprehensive financial planning services, focusing on wealth accumulation, preservation, risk management, and estate planning. Their unique process, known as The Legacy Compass, helps clients define and communicate their financial goals and aspirations while ensuring their financial world is organized and a... Read More
