EPS Wealth Management

Christine Carlton is a financial advisor at EPS Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Estate Planning Solutions since 2015 and Carlton Financial, Inc. since 2004. Outside of advising, she owns and operates Carlton Financial Inc., an independent insurance agency, and is involved as a business consultant specializing in tax incentives and corporate finance as well as an associate with a network marketing organization. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for about 299 clients. The firm provides wealth management, financial planning, and portfolio management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

Alex Miller is a CFP® with one year of industry experience, currently affiliated with EPS Wealth Management. He previously worked at The Hebets Company and LifeBrokers. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for nearly 300 clients. The firm provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

James Tewalt is a financial advisor at EPS Wealth Management in Glendale, AZ, with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. In addition to his advisory role, Mr. Tewalt is involved in several business activities including legal document preparation, serving as a certified legal document preparer, and running a life and health insurance agency. He also operates a horse boarding business. EPS Wealth Management is a small registered investment advisor managing approximately $30.1 million for nearly 300 clients, providing wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach utilizing a mix of mutual funds, ETFs, individual securities, and alternative investments, and offers tailored strategies for individuals, trusts, estates, charitable organizations, and small businesses.