Epg Wealth
EPG Wealth was created to challenge the traditional financial planning and wealth management models with a transparent, innovative, client centric model and forward-thinking culture. We are fiercely committed to our clients and their financial wellbeing; main reason we don’t take commissions from any of the investments we recommend and work on a fee only based model. At EPG Wealth, we are focused on strategic planning. First, you need to establish your goals. Then, we need to make sure you protect what you have built and are looking to build. Once the foundations have been laid, we need to focus on growing your wealth.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
15
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JL
Joseph Losurdo
Financial Adviser · Finance & Accounting
EmailPhone - LC
Lachlan Carmody
Partner & Senior Adviser · General Business & Management
EmailPhone - MW
Mark Welch
Partner and Senior Adviser · General Business & Management
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Epg Wealth
3 distinct titles indexed · top 3 shown.
- 1financial adviser
- 1partner & senior adviser
- 1partner and senior adviser
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