Setting the standard in wealth management

Our mission

The VanDusen Epstein Group manages all aspects of your financial life. Serving as your family office, we offer best-in-class wealth management to help you create the lifestyle you desire and the legacy you imagine.

Christopher VanDusen named one of Forbes' Best-In-State advisors

At The VanDusen Epstein Group, we are very proud that Financial Advisor Christopher VanDusen was named a Forbes' Best-In-State advisor in 2021. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Christopher!

SusTech: Sustainability through technology

Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. Read the full economic outlook in the latest edition of Global Insight.

Your next step

Whatever your concerns, we work closely with you to thoughtfully craft an investment portfolio aimed at protecting your capital, meeting your current financial needs, and creating the future you desire for yourself and your loved ones. We keep you fully informed at each step, and we implement our plan and review it with you regularly. We are proud of the service and resources that we offer our clients, and we welcome the opportunity to offer this same level of excellence to you, your family, or institution. If you would like to discover how we can help you plan for your future, please contact us today.

Latest Insights

Infrastructure, inflation, and a possible Fed policy rethink

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

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