We are committed to helping our clients pursue their financial goals for themselves, their families and their businesses by providing them with strategies for asset growth, protection and transfer. We want to inspire our clients to obtain protection for their health and motivate them to invest for their future.
We want to provide our clients with confidence and a sense of security that long term financial planning assures. Our team at EKWM, understands how important each moment is with family and friends and would like to lend a helping hand. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
We want to provide our clients with confidence and a sense of security that long term financial planning assures. Our team at EKWM, understands how important each moment is with family and friends and would like to lend a helping hand. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Services
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Epstein & Kolacz Wealth Management is founded upon our strong commitment to serving our clients best interests, and meeting every individual need. We take pride in our job and would love to hear from passionate, self motivated people. Our company is growing very rapidly, therefore we welcome the opportunity to meet prospective individuals that would be an asset in our highly motivated team environment.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
