Skip to main content

Epoch Wealth Management

  • Home
  • About You
  • Your EWM Benefits 
    • All About You Process
    • Your Plan Components
  • About Us 
    • Our Founder
  • Contact
  • Blog
  • Epoch View

YOU ARE FRONT AND CENTER

WE ARE BEHIND YOU
EVERY WEALTH DETAIL OF THE WAY


Learn more

FINANCIAL PEACE FOR YOUR LIFETIME

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


Learn more

ISN’T IT TIME TO BEGIN

YOUR EPOCH OF FINANCIAL PEACE?

OUR MISSION IS TO GET YOU THERE.


Learn more

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.

Learn more

 

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.

Learn more

 

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.

Learn more

Interested in Working With Us?
Contact Us Today.


Click Here

Home

  • Share on Facebook
  • Linkedin Share Button

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

Learn more

 

Cash Flow Analysis & Debt Management

Learn more

 

Risk Management

Learn more

 

Employee Benefits Review

Learn more

 

Retirement Accumulation or Distribution Planning

Learn more

 

Tax Planning Strategies

Learn more

 

Estate Planning

Learn more

 

Education Planning

Learn more

 

Investment Consultation

Learn more

 

Divorce Planning

Learn more

 

Business Consultation

Learn more

Things You Should Know

Learn more about the financial industry.

Latest Blog Posts

Medicare in 2021: Here’s What You Need to Know
Feb 05, 2021 by Epoch Wealth Management

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs. Here’s what you need to know about this year’s changes in Medicare.

Changes to Part A

Medicare Part A generally covers hospital and...

Read More
The Importance of Proper Planning for a Physically Ill Spouse or Loved One
Jan 13, 2021 by Epoch Wealth Management

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

If your spouse or loved one is still in the workforce, you may be able to receive significant disability...

Read More
Should You Retire at the Same Time As Your Spouse?
Dec 21, 2020 by Epoch Wealth Management

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully...

Read More

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

  • Share on Facebook
  • Linkedin Share Button

DISCLOSURE  |  FORM ADV

© 2021 Epoch Wealth Management. All rights reserved.

Website Design For Financial Services Professionals