Updated:
EPS Wealth Management
EPS WEALTH MANAGEMENT is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 8 employees and 2...
Overview
EPS WEALTH MANAGEMENT is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 8 employees and 2 investment advisers. It operates with a team of 10 professionals.
General information
Firm type
Multi Family Office
Principals
Eric P. Stein
Founder & CEO
Frequently asked questions
How does EPS Wealth Management source its clients?
EPS builds its client base through professional referrals from estate attorneys, tax advisors, and corporate transaction lawyers who encounter families managing large single-stock positions. The firm does not operate a mass-market platform, and its deliberate capacity constraint means new relationships are added only as existing client complexity permits.
What types of clients benefit most from EPS's approach?
Families holding concentrated public-company stock — often from a founding stake or executive equity compensation — experience the greatest benefit. The direct-indexing overlay allows them to diversify exposure over time without triggering a single large taxable event, a constraint that standard SMA or mutual-fund solutions rarely solve efficiently.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research EPS Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.