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 Ep Wealth Advisors® Acquires Minot Wealth Management

 Ep Wealth Advisors® Acquires Minot Wealth Management

09/27/22, 3:33 PM
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EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized service through integrated financial planning, investment management, and tax and estate planning, has established an East Coast presence for the firm and enhanced its capabilities for ultra-high-net-worth clients through the acquisition of Westwood, Massachusetts-based Minot Wealth Management, LLC (“Minot”).

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