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Thomas Bennett - Bancwest Investment Services Financial Advisor in Lafayette, CA offers personalized financial planning services to individuals and businesses. With a focus on investment strategies and wealth management, the firm aims to help clients achieve their financial goals. Specializing in retirement planning, estate planning, and risk management, Thomas Bennett - Bancwest Investment Services Financial Advisor provides comprehensive financial guidance tailored to each client's unique needs. The firm strives to build long-lasting relationships based on trust and transparency. Generated from their business information

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.