About

The local EP Wealth Advisors team has been providing comprehensive wealth management services on the central coast for over 35 years (formerly as Wacker Wealth Partners) on a strictly fee-only (no commissions) basis. EP Wealth Advisors constructs and manages customized client portfolios reflecting each client's objectives, utilizing both rigorously researched traditional public securities and, when appropriate, private alternative investments. The firm also offers comprehensive planning on all important aspects of a client's financial picture: tax & estate planning, risk management, retirement, philanthropy, education funding, etc.