EPIC Wealth Partners

EPIC Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

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Join us in wishing the happiest of birthdays to our wonderful Office Manager, Lauren! 🥳Thank you for all the hard work a...
06/02/2026

Join us in wishing the happiest of birthdays to our wonderful Office Manager, Lauren! 🥳

Thank you for all the hard work and care you bring to our Team each day. Wishing you an EPIC day and year ahead! 🎉🎂

Our Financial Advice for Military Members and Their Families Webinar is taking place tomorrow, Thursday, May 28, 2026, a...
05/27/2026

Our Financial Advice for Military Members and Their Families Webinar is taking place tomorrow, Thursday, May 28, 2026, at 1:00 PM - 2:00 PM PT.

Join us for an informative virtual webinar designed to help military members and their families build clarity, confidence, and control over their financial futures!

One of our EPIC advisors, Scott Wilcox, who is a Certified Military Financial Advisor®️, will delve into the comprehensive approach to long-term financial planning and the unique challenges and opportunities available to military members.

Please share this invite with friends and family at any stage of their financial journey, who would benefit from attending this valuable event!

Click here to join the webinar! https://bit.ly/4nTYW03

In remembrance of those who served and sacrificed, we honor their legacy today and every day. Wishing everyone a safe an...
05/25/2026

In remembrance of those who served and sacrificed, we honor their legacy today and every day. Wishing everyone a safe and meaningful holiday.

Our office is closed Monday, 5/25 in observance of Memorial Day. We will be back in the office on Tuesday, 5/26.

Wishing a very Happy Mother’s Day to all the amazing moms and mother figures. Thank you for all that you do — today and ...
05/10/2026

Wishing a very Happy Mother’s Day to all the amazing moms and mother figures. Thank you for all that you do — today and every day!

🎉 Congratulations to John on earning his CDFA® designation! 🎉Please join us in congratulating John Botrous on successful...
05/05/2026

🎉 Congratulations to John on earning his CDFA® designation! 🎉

Please join us in congratulating John Botrous on successfully passing the Certified Divorce Financial Analyst (CDFA®) exam and earning his designation!

This milestone reflects John’s commitment to providing thoughtful, knowledgeable guidance to clients navigating divorce related financial planning.

Congratulations, John—we’re proud of you! 👏

To learn more about John and how you can benefit from his services and specialties, we invite you to visit his website below:

https://bit.ly/4d0oCVj

🎉 Congratulations to our Financial Planning and Insurance Specialist, Tom O'Connor on earning his CFP® designation! 🎉We’...
04/08/2026

🎉 Congratulations to our Financial Planning and Insurance Specialist, Tom O'Connor on earning his CFP® designation! 🎉

We’re proud to celebrate Tom on achieving the Certified Financial Planner™ (CFP®) designation—an accomplishment that represents the highest standards of excellence in financial planning.

We’re so proud of you, Tom—well done and congratulations on this incredible achievement!

As Spring reminds us of new beginnings, we're grateful for the opportunity to support you and your EPIC goals. Wishing y...
04/05/2026

As Spring reminds us of new beginnings, we're grateful for the opportunity to support you and your EPIC goals.

Wishing you and your loved ones a wonderful holiday weekend!

Wishing those who celebrate a joyous Passover. May the holiday bring reflection, tradition, and time well spent with fam...
04/02/2026

Wishing those who celebrate a joyous Passover.

May the holiday bring reflection, tradition, and time well spent with family and community.

Spring cleaning - EPIC style!Thank you to everyone who joined us this past weekend for our EPIC Spring Shred event. It w...
04/02/2026

Spring cleaning - EPIC style!

Thank you to everyone who joined us this past weekend for our EPIC Spring Shred event. It was a pleasure helping our community securely dispose of sensitive documents, reduce clutter, and take proactive steps toward protecting personal information. We were also happy to treat guests to Handel’s Ice Cream, making the day a little sweeter! Events like this reflect our ongoing commitment to serving and strengthening our community!

Wishing our Financial Planning and Insurance Specialist Tom an EPIC birthday! We appreciate your knowledge, steady guida...
03/31/2026

Wishing our Financial Planning and Insurance Specialist Tom an EPIC birthday! We appreciate your knowledge, steady guidance, and commitment to our Team!

Wishing you another EPIC year full of moments that make you smile! Cheers to you, Tom!

Address

250 N. Westlake Boulevard Suite 200
Westlake Village, CA
91362

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18059813303

Website

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