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.

Proud to work with nationally recognized teammates

At The VanDusen Epstein Group, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards. Congratulations Christopher and Blake!

Christopher VanDusen

  • Forbes Best-In-State Wealth Advisor - 2021, 2022, 2023
  • AdvisorHub Advisor to Watch - 2023

Blake Epstein

  • Forbes Best-In-State Wealth Advisor - 2022, 2023
  • AdvisorHub Advisor to Watch - 2022, 2023

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

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

Man looking at stock charts

The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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