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Epoch Wealth Management

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  • Your EWM Benefits 
    • All About You Process
    • Your Plan Components
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YOU ARE FRONT AND CENTER

WE ARE BEHIND YOU
EVERY WEALTH DETAIL OF THE WAY


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FINANCIAL PEACE FOR YOUR LIFETIME

IT’S EASIER THAN YOU THINK
NO JARGON. NO CONFUSION. JUST THE RIGHT ADVICE.


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ISN’T IT TIME TO BEGIN

YOUR EPOCH OF FINANCIAL PEACE?

OUR MISSION IS TO GET YOU THERE.


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Why You?

At Epoch Wealth Management our clients always come first.  You have the opportunity to benefit from our unique values, processes and procedures, which position us at the forefront of the financial planning industry.  Read on to find out how.

 

About You

Individuals and multigenerational families require a comprehensive set of solutions to meet their unique and diverse needs. We have the resources, experience, and perspective to support the details of everyday life as well as the demands of future generations, including both anticipated milestones and unexpected responsibilities.

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Your EWM Benefits

A fiduciary service model that harnesses fully the benefits of technology, the Epoch Wealth Management solutions are designed to be responsive to your unique needs.

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Our All About You Process

Our client-centric financial planning approach will guide you through a process to get you financially organized, explore possibilities, set realistic and achievable goals, and then develop a plan to reach your goals.

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Interested in Working With Us?
Contact Us Today.


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Your Plan Components

Serving both individuals and families, we customize our approach to meet your distinct goals and evolving needs. For some, we serve as a family office, coordinating all aspects of their financial lives; for others, we focus entirely on one specific area of concern. The planning components that we most often provide to our clients, include:

 

Net Worth Summary

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Cash Flow Analysis & Debt Management

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Risk Management

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Employee Benefits Review

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Retirement Accumulation or Distribution Planning

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Tax Planning Strategies

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Estate Planning

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Education Planning

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Investment Consultation

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Divorce Planning

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Business Consultation

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Let's Talk


Sound like your kind of place? 

Are you ready to begin a new era of wealth management in a relaxed, friendly setting? If you are, we should sit down (or meet via video conference) and learn more about each other.

Just call us, email us, or fill out the form, and we'll be sure to get in touch. Phone: 440.600.2897
Email: info@epochwm.com

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