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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

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Latest Blog Posts

Are Emotions Controlling Your Personal Finances?
Jun 27, 2022 by Epoch Wealth Management

If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are becoming more financially literate. We’re more aware of our finances and are better at prioritizing our expenditures. We’re also more aware of how important it is to save for the future, while still enjoying the present moment. We make lists, and spreadsheets, and use planning and budgeting apps, all with the aim of better managing our lives.

But when it comes...

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Should You Prioritize Retirement Savings over College Savings?
May 26, 2022 by Epoch Wealth Management

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? 

It’s possible to do both, but with the cost of college education and retirement rising faster than the rate of inflation, targeting just one of those goals can be a challenge. It’s estimated that 36% of people feel that they’re falling behind on their retirement savings goals*, and...

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Talking to your Aging Parents about Finances
May 05, 2022 by Epoch Wealth Management

For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing various tasks. This can be upsetting for some parents and they may try to fight it, or deny that it’s happening.

While you may encounter some resistance, it’s important to talk to your parents about their...

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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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