At EPIC Wealth Partners, we believe everyone’s financial journey is unique. Therefore, our unique EPIC Approach focuses on building wealth, planning for retirement, and helping you plan for a full and rewarding life.
Our team understands that life does not stop at retirement. Through a multi-generational and philanthropic lens, we strive to show how your legacy can live on.
Together we:
Engage: build relationships and identify your goals
Plan: form unique advice customized to you and layout a financial plan reviewed annually
Implement: utilize tailored investment and asset management alternatives, including insurance options and legacy planning strategies
Counsel: provide on-going, goal-based advice which includes guidance on major life decisions and wealth transfer strategies
We know life is full of ups and downs, and your goals will inevitably evolve. Our customized process creates a personalized relationship that helps you prepare for life’s unexpected changes, and confidently supports you on the path to pursuing your dreams.