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

EPIC Wealth Partners

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United States
Westlake Village, CA
EPIC Wealth Partners

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A private wealth advisory practice of Ameriprise Financial Services, LLC

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09/24/2026

🎉 Happy Birthday, Kevin! 🎉
Today we celebrate you and all the EPIC work you do as our Client Service Specialist!

Wishing you a fantastic birthday filled with joy, laughter, and a well-deserved celebration! Have an EPIC year ahead! 🎂🎈

09/21/2026

Congratulations to our Client Service Specialist, Kevin, on successfully passing the Series 7 Exam!

Kevin’s determination and commitment to expanding his industry knowledge is truly commendable. Achievements like this strengthen our team and reinforce our commitment to delivering EPIC service to our clients!

Way to go, and congratulations on this well-earned success! 🎉

09/03/2026

We are pleased to introduce the newest member of the EPIC Wealth Partners Team, Investment Specialist Joseph Lavitt!

Joseph brings over 20 years of experience with Ameriprise and he is excited to leverage that expertise to help support our clients and their unique financial goals. His dedication, knowledge, and client-focused approach make him a valuable addition to our team.

Please join us in welcoming Joseph to EPIC Wealth Partners, we are thrilled to have him on board!

08/06/2026

Wishing the happiest of birthdays to our Marketing Coordinator, Rosi! Wishing you an EPIC year ahead filled with all of your favorite things. We are grateful for your dedication and hard work. Thank you for all that you do!

08/04/2026

Please join us in congratulating our Office Manager, Lauren Proctor, on her 6-year EPIC Workiversary!

Lauren's dedication to our clients and her commitment to keeping our office running smoothly each day make a tremendous difference to our Team. We are grateful for her hard work and unwavering support over the years. Congratulations Lauren!

08/03/2026

Happy Belated Birthday to our EPIC Intern, James Bostic!🎉🎈We had a wonderful time celebrating your birthday today in the office with you. Wishing you an EPIC year ahead filled with happiness and success! Thank you for your continued commitment to helping our Team. 🙂

07/23/2026

Please join us in wishing our EPIC CEO, Joel, a very Happy Belated Birthday! 🎉Thank you for your leadership and unwavering commitment to our team and clients! Your dedication to excellence and genuine care for those around you make EPIC Wealth Partners a great place to be a part of. Wishing you a wonderful birthday and a year ahead filled with happiness, health, and continued success! 🎂🎈✨

07/21/2026

Happy Birthday to our Client Service Coordinator, Andrew!🎉We are grateful to have you on the EPIC Team and hope your birthday is full of fun memories. Wishing you an EPIC year ahead!

07/09/2026

Happy Birthday to our Financial Advisor, John Botrous! Wishing you an EPIC birthday weekend ahead filled with fun memories to last a lifetime. The EPIC Team is grateful for your hard work and dedication to helping clients. Enjoy your day!

07/07/2026

EPIC Wealth Partners Golf Tournament supporting the Ribbons of Life Breast Cancer Foundation! 💗🎗⛳

We were honored to spend Monday on the course last week with our clients, friends, and members of our community, all coming together to support an amazing cause. From great golf to inspiring speeches given by ladies of the Ribbons of Life Breast Cancer Foundation and lunch shared afterward, the day was a true reflection of what can happen when a community comes together.

A huge thank you to everyone involved—and with EPIC Wealth Partners' matching donations—we are proud to share that more than $37,000 was raised to support the Ribbons of Life Breast Cancer Foundation in their mission of helping those in our community who have been impacted by breast cancer.

Thank you to everyone who participated and made this event such a success. Together, we are making a difference! 💗

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

http://EPICwp.com/

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