EPS Wealth Management Services

EPS Wealth Management Services - EPS Wealth Management Services

Investment Strategies with your Lifestyle in mind

Have you amassed a king's ransom in wealth, or beginning your investing journey? Are you in the accumulation phase of your life or retired and trusting in your investment portfolio to help fund your Lifestyle for another twenty to forty years?

Do you have a "bucket list?" Do you have dreams, desires, goals you have yet to accomplish? Are you a giver with a passion for making this world a better place for those less fortunate?

We have watched clients and others make financial decisions in all areas of their planning, some that worked, and others that failed miserably. One truth stands out. Decisions made in agreement within the context of a written, personal plan that focuses on long-term results and generating predictable income streams invariably turn out well.

Investing in building income is a proven strategy used by the wealthy to accumulate, wisely use, and ultimately transfer their money to the next generation. We promote a system for building predictable income streams without selling off shares.

We believe in this strategy because we have watched it work for others. We have seen this plan keep investors invested even during down markets. They stay the course because they see their plan working harder when share prices are depressed. Reinvested income distributions can buy more shares when those share prices are lower.

At EPS Wealth Management Services, we use powerful retirement analysis software to help you visualize your retirement – one year at a time. People who can "see" the future can better reverse-engineer their plans and financial decisions to better meet their future needs and goals.

We are a Family Wealth-building and management office, a guide at your side to help you create a plan and then implement your plan by purchasing appropriate products and services. We meet with you regularly to monitor progress and keep you on course. We are in the business of building long-term, mutually beneficial relationships.

We have over 40 years of experience helping clients choose proven investment, insurance, tax, and estate planning strategies to build a custom-tailored, income-focused, wealth management plan for you and your family. Call us at 623-537-3657 for a no-cost, no-obligation consultation.


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You have enough to worry about

Your financial future and investment strategies shouldn’t be one of them

As you head into your future; three things are essential; knowing where you want to go, a map or GPS and a knowledgeable, friendly guide. Whatever your retirement plans, we can help you achieve them!

CALL US TODAY AT 623-537-3657


  • Today’s Retirement


    Piggy Bank with coins YOU HAVE:
    • New adventures
    • Turning a hobby or passion into a business
    • Volunteering and serving, along with charitable giving
    • Spending time with grandkids and family
    • Living with assurance and financial peace of mind

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  • Initial Consultation


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    Together we will review your insurance policies, taxes, investments and estate plan documents, answer questions, address your concerns and explain how we are compensated.

    Online, virtual meetings available!

    We take a look at all your financial, investing income options.

    We take a “macro” and a “micro” look at what you are doing now.
    • Have you overlooked any essential areas?
    • What are your risk tolerance and goals?
    • Are the things you are doing appropriate for you?



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Contact Us

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    Fill out the form below and we will contact you as soon as possible and further evaluate your needs. We take pride in a fast response.