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EP Wealth expands in California with NBS Financial Services

Summary by Jingletree

GlobalData Wed, Apr 30, 2025, 3:29 AM 1 min read California’s EP Wealth Advisors has strengthened its regional footprint with the purchase of NBS Financial Services. Financial specifics of the deal were not revealed. Westlake Village, California-based NBS Financial Services, established in 1981, offers financial, tax, estate, retirement, education planning, as well as investment management services. The addition of this firm bolsters EP Wealth’s…

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Private Banker International

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Jingletree

EP Wealth expands in California with NBS Financial Services

California’s EP Wealth Advisors has strengthened its regional footprint with the purchase of NBS Financial Services. Financial specifics of the deal were not revealed. Westlake Village, California-based NBS Financial Services, established in 1981, offers financial, tax, estate, retirement, education planning, as well as investment management services. The addition of this firm bolsters EP Wealth’s existing office located in Westlake Village, Cal…

10 days ago

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