EPIC Wealth Partners: An Ameriprise private wealth advisory practice serving the Westlake Village, CA area.

EPIC Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC
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  • Personalized advice

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

At EPIC Wealth Partners, a private wealth advisory practice of Ameriprise Financial, we believe everyone’s financial journey is unique. Therefore, our EPIC approach focuses on the different facets of your situation while accumulating and building wealth, planning for retirement, and helping you plan for a full and rewarding life.

Our team also understands that life does not stop at retirement. Through a multi-generational and philanthropic lens, we strive to show how your legacy can truly live on.

Together we:

Engage: build relationships and identify your personal goals

Plan: form unique advice customized to you and layout a financial plan

Implement: utilize tailored investment and asset management alternatives, incorporating tax-efficiency, insurance options, and Legacy Planning strategies

Counsel: provide ongoing, goal-based advice which includes guidance on major life decisions and wealth transfer strategies

We know life is full of ups and downs, and your goals will inevitably evolve. Our customized process creates a personalized relationship that helps you prepare for life’s unexpected changes, and confidently supports you on the path to pursuing your dreams.

Our videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)