EP Wealth Advisors closes acquisition of Coulston Financial Services

EP Wealth Advisors LLC closed the acquisition of Coulston Financial Services on April 22.

Financial and legal terms of the deal will not be disclosed, according to a news release.

Coulston Financial Services provides investment management services for high net worth clients. The acquisition expands EP Wealth Advisors' growing presence in California's Bay Area and increases the company's AUM by $75 million.

Cliff Coulston, founder of Coulston Financial Services, will join EP Wealth Advisors as senior wealth adviser. Missy Westbrook will join as a consultant.