Serving Families & Business Owners Nationwide

702-478-3001 Summerlin, Las Vegas NV

Category: Retirement Planning

A retirement checklist for the five years before you stop working

The decisions that are easiest to change are the ones you make while you are still earning.

Social Security timing: what to weigh before you file

Filing is one of the few retirement decisions that is close to permanent, which is reason enough to slow down.

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Privacy Policy

Last updated September 2026

This policy describes how Epley Partners Private Wealth, LLC handles information collected through this website. It applies to this website only.

The Raymond James Privacy Notice governs your client relationship

Securities are offered through Raymond James Financial Services, Inc. If you are a client, the handling of your account information is governed by the Raymond James Privacy Notice, not by this page. Where the two differ with respect to account information, the Raymond James notice controls.

What we collect

We collect the information you choose to give us. That is typically your name, email address, telephone number and whatever you write in a message or consultation request. We do not ask for account numbers, Social Security numbers or other sensitive identifiers through this website, and we ask that you not send them here.

Our hosting provider also records standard technical data such as IP address, browser type and the pages requested. We use it to keep the site running and secure.

How we use it

To respond to your request, to schedule and prepare for a conversation you asked for, and to send you material you specifically signed up to receive. If you subscribe to our newsletter, you can unsubscribe from any message we send.

What we do not do

We do not sell your information, and we do not rent or trade it for marketing purposes.

Third-party services

Some links take you to services operated by others, including Raymond James Client Access. Those services collect information under their own policies, which we do not control. Raymond James is not affiliated with and does not endorse, authorize or sponsor third-party websites.

Email is not secure

Messages sent over the internet can be intercepted or delayed. Please do not use email or website forms to send instructions to trade, transfer funds or change an account.

Children

This website is intended for adults. We do not knowingly collect information from children under 13.

Changes

We may update this policy. The date above reflects the most recent version.

Questions

Epley Partners Private Wealth, LLC · 8440 W. Lake Mead Blvd, Suite 100, Las Vegas, NV 89128 · 702-478-3001 · jimmy@eppw.com
Terms of Use

Last updated September 2026

By using this website you agree to the terms below. If you do not agree, please do not use the site.

Informational purpose

The content here is general in nature and is published for informational purposes. It is not investment, tax or legal advice, and it does not take your particular circumstances into account. Any decision should follow a conversation with a qualified professional about your own situation.

Not an offer or solicitation

Nothing on this website is an offer to buy or sell any security in any jurisdiction where such an offer would be unlawful. Raymond James financial advisors may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all of the investments and services described are available in every state.

Tax and legal services

Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.

No assurance of results

Investing involves risk, including the possible loss of principal. Past performance is not an indication of future results. No strategy assures a profit or protects against loss.

Links to other sites

Links are provided for information only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any listed website or its sponsor, and is not responsible for its content or for how it collects or uses information about its users.

Availability and accuracy

We work to keep this site accurate and available, but we do not warrant that it will be error-free or uninterrupted. Content may change without notice.

Intellectual property

The text, graphics, logos and design of this site are the property of Epley Partners Private Wealth, LLC or its licensors and may not be reproduced without written permission.

Electronic communications

Please do not send instructions to trade, transfer funds or change an account through this website or by email. Such instructions are only accepted through the channels your advisor has established with you.

Governing law

These terms are governed by the laws of the State of Nevada, without regard to its conflict-of-law provisions.

Contact

Epley Partners Private Wealth, LLC · 8440 W. Lake Mead Blvd, Suite 100, Las Vegas, NV 89128 · 702-478-3001 · jimmy@eppw.com
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