Epstein & Kolacz Wealth Management

Investment Advisor Representative

Our insurance practice began in 1982, and we have been registered to offer securities since 1996. Today, Epstein & Kolacz Wealth Management serves clients across North Texas with a commitment to informed and client-focused service.

Value Statement

I lead a highly experienced Fiduciary team that works with you to develop strategies and recommend personalized solutions designed to help you accumulate, preserve and transfer your wealth. The approach is flexible and accommodates your unique situation:

Understanding your financial objective – We start by asking questions that help us understand more about your financial goals and objectives
Developing strategies – Next, we analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies.
Implementing solutions – Using these strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class productions and services.
Providing timely, ongoing service – We regularly review your situation to help ensure you are working toward meeting your financial objectives.

Qualifications

As an Investment Adviser Representative, I understand the responsibility that comes with helping to make your goals a reality. Here’s a quick summary of the skills and qualifications I’ll use:

Licensed in 14 states and hold the Life Health and Property & Casualty licenses. My securities registrations include series 6, 7, 63 & 65.
I am a Certified Estate Planner (CEP), Certified Wealth Strategist (CWS), Life Underwriter Training Council Fellow (LUTCF) and a Registered Financial Consultant (RFC). I have earned the National Quality Award and the National Sales Achievement Awards from NAIFA. I am also a Qualifying and Life Member of the Million Dollar Round Table with 22 Court of the Table and 7 Top of the Table qualifications. Listing in these publications is not a guarantee of future results. https://www.mdrt.org/join/member-requirements/#
I earned a Financial Planning Certificate from SMU Dallas in 2005.
I have been a Registered Representative for 29 years.
Rockwall Chamber of Commerce, Financial Planning Association, National Association of Insurance and Financial Advisors and I served on the Board of Directors of NAIFA Dallas.

Personal

To make you feel more comfortable in our partnership, here’s a little information about me:

My wife Lisa and I live in Richardson, TX. We have been married for 30 years and our family includes 5 children, Jared (37), Alexandra (35), Mason (35), Dillon (33) & Kennedy (26).
I was President of the Fairview Meadows Homeowners Association, Fairview TX.
I enjoy golf, hunting, travel, movies, rooting for the Dallas sports teams and spending time with my family.

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Epstein & Kolacz Wealth Management and IFG are unaffiliated.