Happy Holidays from EP Wealth Advisors

Include a message here for your recipients thanking them for their business and asking them to selects a gift below.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Choose Your Gift

"Cheese The Day"

Entertain in style with this personalized gift for the home.

This gift includes a personalized cutting board, slate serving tray, 4-pk cheese knives, crackers, three wine flavors of cheese spread and two personalized stemless wine glasses. Your cutting board will be engraved with your last name and your wine glasses will be engraved with your initials.

"Best Sweet in the House"

Take your taste buds on a journey around the world.

There it to much goodness in this gift to list everything included but we have assembled some of the best treats from around the world for you to sample, without ever leaving your home.

"Binge Worthy"

Everything you need for a movie night at home.

This gift includes two personalized insulated tumblers, an organic cotton throw blanket, a silicone popcorn popper, a 10-pk popcorn assortment, flavored popcorn, gummy bears, rolled wafers, chocolate-covered pretzel rods, premium caramels, stroopwafels, and old fashion candy drops.

"Spa Day"

It's time to indulge yourself.

This premium spa gift includes warmies microwaveable slippers, an essential oil diffuser, lavender essential oil, a personalized insulated tumbler, recovery bath salts, almond body lotion, almond oatmeal honey soap, seal salt citrus candle, and a silky soft sleep mask & hair scrunchie set.

"Buon Appetito"

An Italian olive oil and vinegar gift set.

This gift includes an acacia wooden serving board, two personalized wine glasses, four flavors of olive oil, four flavors of balsamic vinegar, Tuscan cheese crisps, and Bruschettini Italian toasts

"Don't Worry - Be Hoppy"

A Premium Gift for the Beer Lover"

This gift includes two large (25 oz) personalized beer mugs, a 4-pk of ceramic beer coasters, a .50 cal bullet beer bottle opener, Chicago mix popcorn, sweet and spicy pub mix and maple bourbon almonds

"Losing Touch with Reali-TEA"

"Delicious Tea Gift"

This gift includes an electric desktop/table tea mug warmer, a double-walled tea mug, two flavors of tea in tins, an infuser teapot, honey, honey dipper, and vanilla chai cookie bites.

"Spill the Beans"

"A Caffeinated Gift for the Coffee Lover"

This gift includes an eclectic desktop/table coffee mug warmer, a double-walled coffee mug, two flavors of premium coffee in tins, a 4-pk of coffee flavoring syrup, stroopwafels, and snickerdoodle cookie bites.

"You Put the Cute in Charcuterie"

"Entertain Charcuterie Board Gift Set"

This gift includes a teak charcuterie board, wooden charcuterie bowls, charcuterie spreaders, and an assortment of cheese, crackers, meat, dips, snacks and more.

Weekly Market Update 07/03/2023

Guides and Assessments


Are you on track to live the retirement you envision? 
Download our free guide to learn:

Steps to develop a retirement plan

How to estimate your retirement expenses

Retirement strategies intended to help you protect your savings

... and more!

7 Money Moves for YourFinancial Well-being

Are you interested in learning more about your personal finances, and establishing or expanding your investment portfolio? Or have your finances been delegated to your spouse or partner, and you feel left out of the process?

Download our free guide for empowering financial tips that can help you take control and learn:

The power of compounded interest

Where your assets are held and why it matters

What are liquid assets and setting up emergency funds

Long term financial strategies and annualized performance

... and more!

Financial and Estate Planning for the LGBTQ+ Community

Planning for a secure financial future can be a complex process for any individual or family. New and changing laws, intricate family structures, and other factors can make the process challenging for members of the LGBTQ+ community.

At EP Wealth Advisors, we’re committed to ensuring everyone has the knowledge, resources, advice, and assistance they need to make smart choices for their future. In this guide, we’ll highlight:

Estate Planning

Considerations for Children

Asset Titling

Planning for Later Life

…and more