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
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
1
1
1
1
1
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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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
EP Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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EP Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 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
