Home   |   Site Map   |   Contact Us EPIC Wealth Advisors offers a full range of consulting and evaluation services. The firm enjoys thesupport of highly qualified and experienced professionals, with more than 100 years of collectiveexperience. EPIC Wealth Advisors is prepared to consult with you on an objective, fee-only basis regarding the following wealth, business, and fiduciary planning concerns:  Family Wealth and Legacy Planning: Family wealth management and stewardship Family goals and governance Inter-generational planning Balancing family and business issues  Non-Profits Services: Strategic review of mission and programs Board development Planned giving and major gift consulting Insurance & portfolio evaluations Executive compensation consulting For more information about any of the above, contact us.  Integrated Business Planning: Strategic and operational planning Exit, contingency and buy-sell strategies Family business succession Compensation and benefits design Financing and asset evaluation  Fiduciary Support Services: Insurance Evaluation Viatical Settlement Structuring Plan Rescue
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