Epoch Wealth Management disrupts mainstream wealth management by eliminating the mystery often promoted by the industry, and providing complete transparency. We combine new tools and technology with the vanishing art of human connection. We deliver in-depth financial expertise with a passion to radically simplify and improve the way you engage in your financial future.
Epoch Wealth Management is a modern take on wealth management. We have one singular, obsessive focus; to help you feel more secure about the future. There is only one way to do it; by helping you make informed choices. Our independent service is built on integrity, an ability to listen, and a passion to educate.
Epoch Wealth Management is structured to support our clients' financial goals first. We are a Registered Investment Advisor (RIA)—a fiduciary with a high level of trust, good faith and legal responsibility to those we serve. We take this responsibility seriously. It is woven deeply into our mission and values.
First and foremost, we have a fiduciary duty to act in your best interests. Epoch Wealth Management provides access to a wide universe of products and services. We collaborate with your current advisors or will recommend alternatives resources, if needed, such as CPAs, attorneys and insurance providers. This helps us design a comprehensive plan just for you—for now and for your future.
Our value lies in bringing truth, understanding and discipline to the financial choices you make every day. We believe that regardless of the amount of wealth you have, you will be happiest when your financial decisions are in alignment with your personal values.