EP Wealth Advisors Acquires California Investment Manager Coulston Financial Services.
MANews-(C)2009-2022
US-based registered investment adviser EP Wealth Advisors, LLC has acquired California-based investment management services provider Coulston Financial Services, the company said.
This acquisition expands EP Wealth's presence in California's Bay Area.
Coulston Financial Services provides investment management services for its high-net-worth clients.
Founder Cliff Coulston will join EP as senior wealth advisor and Missy Westbrook will come onboard as a Consultant.
This acquisition marks EP Wealth's 23rd transaction in a five-year period of strategic growth for the firm.
Since taking a minority investment from Wealth Partners Capital Group in July 2017, EP Wealth has partnered with firms in California, Washington...
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