Scott Van Epps Email & Phone Number | Scott A. Van Epps was previously a professional wealth manager at Lighthouse Strategic Advisors. His focus was on providing wealth management solutions to entrepreneurs and business owners in the California and Nevada. Together with his strategic partners, he helps a handful of affluent families address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Scott was a partner with Lighthouse Strategic Advisors from 2006-2019 serving clients who entrusted him to help them coordinate their net worth in excess of 1 Billion. His consultative process helps gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals that go far beyond simply investing their liquidity. Successful individuals and families work with Scott to: - Develop and implement a comprehensive wealth management plan to help them pursue their financial dreams. - Make prudent decisions in today’s uncertain political, economic, tax and social environment. - Helps design strategies to protect successful wealth to pass down to future generations. - Obtain an independent second opinion from a top financial advisor in their community. Previously Scott served as a senior wealth advisor with Sagemark Consulting, board member of the Sacramento Financial Planning Association, Board Member of the local Arthritis Foundation and a Volunteer Leader with Young Life. Scott is a widely recognized leader in the Sacramento financial advisor community. While actively serving at his church and other community service endeavors he is also working on a book about his real life experiences as an advisor. Scott also acknowledges that none of his success would have been achieved if it were not for his wife's support, prayer and belief in him. He simply would never have gotten this far in life without her.

Scott Van Epps

Scott A. Van Epps was previously a professional wealth manager at Lighthouse Strategic Advisors. His...
200 Broughton Court, Roseville, United States

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Scott Van Epps’s Email svanepps@lighthousesa.com

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Scott Van Epps’s Location 200 Broughton Court, Roseville, United States

Scott Van Epps’s Current Industry Managing Partner At Ascension Advocates Process Wealth

Scott Van Epps’s Prior Industry Lighthouse Strategic Advisors | Valliance Wealth Management | Sagemark Consultinglincoln Financial Advisors | American Providers | Wells Fargo Investments

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Work Experience

Managing Partner At Ascension Advocates

Managing Partner At Ascension Advocates Llc

2019-05-01 00:00:00 - Present

Process Wealth

Founder

2019-03-01 00:00:00 - Present

Lighthouse Strategic Advisors

Partner

2006-07-01 00:00:00 - 2019-04-01 00:00:00

Valliance Wealth Management

Coo And Partner

2005-06-01 00:00:00 - 2006-07-01 00:00:00

Sagemark Consultinglincoln Financial Advisors

Senior Financial Planner

2000-04-01 00:00:00 - 2005-06-01 00:00:00

American Providers

Wealth Advisor

1997-01-01 00:00:00 - 1999-01-01 00:00:00

Wells Fargo Investments

Discount Brokerage Trader

1994-01-01 00:00:00 - 1996-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Scott Van Epps

Scott Van Epps is located at
200 Broughton Court, Roseville, United States

Scott Van Epps is a Scott A. Van Epps was previously a professional wealth manager at Lighthouse Strategic Advisors. His focus was on providing wealth management solutions to entrepreneurs and business owners in the California and Nevada. Together with his strategic partners, he helps a handful of affluent families address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Scott was a partner with Lighthouse Strategic Advisors from 2006-2019 serving clients who entrusted him to help them coordinate their net worth in excess of 1 Billion. His consultative process helps gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals that go far beyond simply investing their liquidity. Successful individuals and families work with Scott to: - Develop and implement a comprehensive wealth management plan to help them pursue their financial dreams. - Make prudent decisions in today’s uncertain political, economic, tax and social environment. - Helps design strategies to protect successful wealth to pass down to future generations. - Obtain an independent second opinion from a top financial advisor in their community. Previously Scott served as a senior wealth advisor with Sagemark Consulting, board member of the Sacramento Financial Planning Association, Board Member of the local Arthritis Foundation and a Volunteer Leader with Young Life. Scott is a widely recognized leader in the Sacramento financial advisor community. While actively serving at his church and other community service endeavors he is also working on a book about his real life experiences as an advisor. Scott also acknowledges that none of his success would have been achieved if it were not for his wife's support, prayer and belief in him. He simply would never have gotten this far in life without her.

Scott Van Epps currently works in the Managing Partner At Ascension Advocates | Process Wealth |

No Languages Available

Scott Van Epps has prior
experience in the following industries:
Lighthouse Strategic Advisors | Valliance Wealth Management | Sagemark Consultinglincoln Financial Advisors | American Providers | Wells Fargo Investments

Scott Van Epps has the following professional experience:
Managing Partner At Ascension Advocates | Process Wealth | Lighthouse Strategic Advisors | Valliance Wealth Management | Sagemark Consultinglincoln Financial Advisors | American Providers | Wells Fargo Investments