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Epoch Wealth Management

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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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Things You Should Know

Learn more about the financial industry.

Latest Blog Posts

Keeping your Personal Finances in Shape
Dec 06, 2019 by Epoch Wealth Management

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like. Keeping that in mind, here are a few things you can do (or not do) when just starting on your...

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AICPA Highlights 6 Recent Personal Finance Trends
Nov 01, 2019 by Epoch Wealth Management

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

  • Credit card debt is on the rise. As of the end of December, 2018, consumer credit card debt is $870 billion, the...
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What Are Your Planned Giving Options?
Oct 04, 2019 by Epoch Wealth Management

Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so.

While consulting with your tax or financial advisor is recommended before making any planned giving decisions, it can be helpful to gain some understand about the various options that are available, and which of these options are more likely to...

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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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