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EP Wealth Advisors Acquires Minot Wealth Management

Published: September 28, 2022

$1 billion AUM acquisition establishes presence on the East Coast, marks significant milestone in EP’s national expansion.

Source: wealthmanagement.com

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United StatesBrian MulveyPatrick DonovanBrian ParkerPatrick GoshtigianNick TreppDevoe CompanyCoulston Financial Services San Francisco Bay AreaJp MorganCharles SchwabEast CoastMinot WealthWealth ManagementManaging Director Brian ParkerSuccession SummitBerkshire PartnersWealth Partners Capital GroupVantage AdvisorsKlein Financial AdvisorsNewport BeachCoulston Financial ServicesSan Francisco Bay Area