AM EP Legacy Group

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AM EP Legacy Group We believe financial planning is about more than just numbers; it’s about ensuring a family’s values and wealth endure for the next generation.

10/15/2026

A great caddie does not play the shot. They help the player focus on what matters most, block out the noise and trust the plan. At RBC Wealth Management, that is exactly what we do for our clients every single day.

RBC ambassador Shane Lowry captures the power of that kind of partnership better than anyone. Watch and see why the caddie-player relationship is one of the best analogies for what great advice looks like.

Before you borrow, ask RBC Wealth Management. Your portfolio may offer another way to fund your home upgrade. Access str...
10/07/2026

Before you borrow, ask RBC Wealth Management.

Your portfolio may offer another way to fund your home upgrade. Access strategic liquidity at promotional rates as low as 5.65% (5.73% APR) through October 30, 2026, no appraisal, no waiting weeks to close.

Connect with me to explore your options.

Life is full of change and insurance coverage can help support you and your loved ones along your journey.Let’s discuss ...
09/29/2026

Life is full of change and insurance coverage can help support you and your loved ones along your journey.

Let’s discuss how insurance can be part of your wealth planning.

Already have life insurance? Let’s review to see if it’s meeting your current circumstances.

𝘛𝘩𝘦 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘱𝘰𝘭𝘪𝘤𝘺 𝘪𝘴 𝘯𝘰𝘵 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘥 𝘵𝘰 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘤𝘳𝘦𝘥𝘪𝘵, 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘭𝘦𝘯𝘥𝘦𝘳 𝘰𝘳 𝘣𝘢𝘯𝘬 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘴 𝘰𝘧 𝘙𝘉𝘊, 𝘢𝘯𝘥 𝘤𝘭𝘪𝘦𝘯𝘵 𝘩𝘢𝘴 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘵𝘰 𝘤𝘩𝘰𝘰𝘴𝘦 𝘢𝘯𝘺 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘳. 𝘈𝘯𝘺 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦𝘴, 𝘸𝘢𝘳𝘳𝘢𝘯𝘵𝘪𝘦𝘴, 𝘰𝘳 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴 𝘢𝘭𝘭𝘰𝘸𝘦𝘥 𝘣𝘺 𝘳𝘪𝘥𝘦𝘳𝘴, 𝘢𝘳𝘦 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘵𝘩𝘦 𝘤𝘭𝘢𝘪𝘮𝘴-𝘱𝘢𝘺𝘪𝘯𝘨 𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘤𝘰𝘮𝘱𝘢𝘯𝘺.

Before you borrow, ask RBC Wealth Management.Through October 30, 2026, promotional fixed rates as low as 5.65% with a 5....
09/28/2026

Before you borrow, ask RBC Wealth Management.

Through October 30, 2026, promotional fixed rates as low as 5.65% with a 5.73% APR may provide a strategic way to access liquidity while keeping your investment strategy intact. From major purchases to business opportunities, explore your options before making your next move.

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.
09/22/2026

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.

See how life insurance fits into your wealth planning and it may cost less than you anticipate. Let’s discuss plan optio...
09/17/2026

See how life insurance fits into your wealth planning and it may cost less than you anticipate.

Let’s discuss plan options, or evaluate your current coverage, to help protect your assets and your loved ones.

𝘛𝘩𝘦 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘱𝘰𝘭𝘪𝘤𝘺 𝘪𝘴 𝘯𝘰𝘵 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘥 𝘵𝘰 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘤𝘳𝘦𝘥𝘪𝘵, 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘭𝘦𝘯𝘥𝘦𝘳 𝘰𝘳 𝘣𝘢𝘯𝘬 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘴 𝘰𝘧 𝘙𝘉𝘊, 𝘢𝘯𝘥 𝘤𝘭𝘪𝘦𝘯𝘵 𝘩𝘢𝘴 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘵𝘰 𝘤𝘩𝘰𝘰𝘴𝘦 𝘢𝘯𝘺 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘳. 𝘈𝘯𝘺 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦𝘴, 𝘸𝘢𝘳𝘳𝘢𝘯𝘵𝘪𝘦𝘴, 𝘰𝘳 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴 𝘢𝘭𝘭𝘰𝘸𝘦𝘥 𝘣𝘺 𝘳𝘪𝘥𝘦𝘳𝘴, 𝘢𝘳𝘦 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘵𝘩𝘦 𝘤𝘭𝘢𝘪𝘮𝘴-𝘱𝘢𝘺𝘪𝘯𝘨 𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘤𝘰𝘮𝘱𝘢𝘯𝘺.

09/16/2026

Shane Lowry thinks beyond the next tournament. He thinks about his family's future and the legacy he is building for them. That long-game mindset is exactly how we approach legacy and wealth planning with our clients.

What if your wealth plan reflected not just your portfolio, but your whole life?Our 2026 Women & Wealth survey found 81%...
09/16/2026

What if your wealth plan reflected not just your portfolio, but your whole life?

Our 2026 Women & Wealth survey found 81% of high-net-worth women prioritize values tied to body, spirit and soul and they expect their financial advisors to integrate wellness conversations into their wealth planning.

True wealth goes beyond numbers. It’s about financial freedom that supports your mental, physical and social well-being, both today and in the years ahead.

Explore the full 2026 Women & Wealth survey to discover how women are redefining what wealth really means.

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every s...
09/14/2026

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every single day.

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will ne...
09/11/2026

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will never be forgotten.

Address

2 Mid America Plaza Suite 500S, Oakbrook Terrace
Oakbrook Terrace, IL
60181

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+16309900870

Website

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