EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Information
Contact top employees from
EPIC Wealth Partners, A private wealt...
Summary
Our mission is to help clients fulfill their most fundamental goals through highly personalized financial solutions. At EPIC Wealth Partners, a private wealth advisory practice of Ameriprise Financial...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Advice, Retirement Savings, Small Business Planning, Tax Planning Strategies, Estate Planning, Insurance, Intergenerational Planning, Retirement Plan Distribution, Wealth Preservation Strategies, Investment Management
Founded
1998
Contact EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
Organization Website
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC shows a diverse range of experience levels:
20% have been with the company for less than 1 year20% for 1–2 years40% for 3–4 years20% for 5–7 yearsContact top employees from
EPIC Wealth Partners, A private wealt...
John Botrous
Financial Advisor
Lauren Proctor
Office Manager and Client Concierge
Dan Fitzgerald
Paraplanner
Matthew Chan
Investment Specialist
Brooke Manoogian
Marketing Specialist
James Holland III
Financial Advisor
Kevin Elyasian
Client Services Coordinator
Andrew Chan
Administrative Assistant
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FAQ
EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC operates in the Financial Services industries. More details can be found on the official website: EPICwp.com.
The headquarters of EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC are located in Westlake Village, United States.
EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC currently employs 1-10 people.
