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EPIC Wealth Advisors works closely with the following:
- Trust Departments
- Estate Planning Attorneys
- Tax Attorneys
- CPA Firms
- Fiduciaries and Trustees
- Philanthropies
- Non-Profit / 501(c)3 Organizations
- Universities
- Hospitals
- Third-Party Administrators
- CFO's and Controllers of Businesses
- Business Managers
- Family Offices
- Money Managers
- Insurance Agents
- Individuals
Our Philosophy
EPIC Wealth Advisors was born out of 20 years of observing that too often wealthy clients' plans are "tax-driven," "technique-driven," piecemeal or reflect the prejudices of the client's attorney, insurance agent, CPA or investment advisor and are not founded on the client's own values.
The philosophy of EPIC Wealth Advisors is based on the assumption that the foundation of wealth planning is to articulate the wealth-holder's values. The initial planning phase is a process that both clarifies and focuses those values. Once the values and priorities have been established, we provide cutting-edge advice to bring the financial plan into alignment with those values.
In order to offer the client the "best of the best" of both ideas and expertise, EPIC Wealth Advisors operates in a unique structure by engaging and coordinating national and international experts from a broad range of backgrounds and disciplines to examine and evaluate individual planning techniques and the integration of those techniques into a comprehensive plan. The client's existing advisors may be part of the planning team by suggesting approaches and participating in the shaping of the final program.
Ultimately, the role of EPIC Wealth Advisors is to help you define your goals and make sure that the plan that gets implemented accomplishes those goals within your risk profile and appetite for simplicity, flexibility or complexity.
Contact us for a free, no-obligation consultation.
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