E P Wealth Management L

A true legacy is much more than just leaving your money behind. Legacy covers all facets of an individual's life, from family traditions, history, values, and life lessons to financial autonomy. These subjects are complex and can be emotional, often difficult to discuss with family members.

Defining and being able to communicate what you want your future to look like can help ensure that your wishes, hopes, fears and other key issues are addressed and planned for.To engage in our financial planning process, what we refer to as The Legacy Compass, we provide you with the instrument that will assist you in discovering, planning and protecting your legacy.