EP Wealth Advisors – a leading fee-only registered investment adviser (RIA) with a growing national footprint – announced its partnership with Peninsula Wealth in San Francisco, CA. This strategic deal enhances EP Wealth’s ability to serve clients in Northern California while adding more than $660 million in assets under management (AUM).
For 15+ years, Peninsula Wealth has been based in San Francisco’s SOMA district, providing tailored financial planning and investment strategies to individuals and families, particularly in the biotech and technology industries. And through this partnership, Peninsula’s clients will access EP Wealth’s expanded suite of services, including deeper investment research, estate and tax planning expertise, and advanced technology solutions, all while maintaining the personal attention they value.
Peninsula’s founder, Rahul Shah, will join EP Wealth as a regional director, along with his six-member team, who bring extensive industry experience.
Adding Peninsula Wealth strengthens EP Wealth’s presence in Northern California, complementing its existing offices in Berkeley and Walnut Creek.
This marks EP Wealth’s third partnership of this year. And the financial and legal terms of the transaction were not disclosed.
KEY QUOTES:
“At EP Wealth Advisors, we are always looking for firms that share our client-first philosophy and commitment to personalized financial planning. Peninsula Wealth has built strong relationships with its clients, and we’re excited to expand the resources available to them while preserving the high level of service they expect.”
– Ryan Parker, CEO of EP Wealth
“Since founding Peninsula Wealth, our mission has been to provide transparent and accessible financial planning. Joining EP Wealth enables us to offer an even broader range of resources while continuing to deliver the personalized guidance our clients rely on.”
– Rahul Shah
