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
  • Epoch View

    You are here

  1. Home
  2. Blog

Blog

An Estate Planning Primer for Business Owners

Submitted by Epoch Wealth Management on December 11th, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

  • Read more

Infographic: Buying vs Leasing - Tips for Stretching Your Car Budget As Far As It Can Go

Submitted by Epoch Wealth Management on December 4th, 2017

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

  • Read more

High Net Worth Families Need a Complete Risk Management Plan

Submitted by Epoch Wealth Management on November 4th, 2017

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measures, which usually require separate forms of insurance.

  • Read more

Protecting Your Intellectual Capital

Submitted by Epoch Wealth Management on November 4th, 2017

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.

  • Read more

High Net Worth Families Need a Complete Risk Management Plan

Submitted by Epoch Wealth Management on September 9th, 2017

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measures, which usually require separate forms of insurance.

  • Read more

Is an Investment Advisor Really Worth the Investment Advisory Fee?

Submitted by Epoch Wealth Management on September 9th, 2017

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of today’s markets.

  • Read more

What's the Deal with Robo Advisors?

Submitted by Epoch Wealth Management on September 9th, 2017

If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but what exactly is the deal with Robo Advisors?

  • Read more

What's the Deal with Robo Advisors?

Submitted by Epoch Wealth Management on September 9th, 2017

If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but what exactly is the deal with Robo Advisors?

  • Read more

Infographic: 8 Tips for Finding Balance Between Work and Life

Submitted by Epoch Wealth Management on July 28th, 2017

8 Tips for Finding Balance Between Work and Life (1).png

Resources

  • Read more

Five Things You Should Expect From Your Financial Advisor

Submitted by Epoch Wealth Management on July 28th, 2017

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

  • Read more
  • « first
  • ‹ previous
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • next ›
  • last »

Have a Question?

Categories

  • beneficiaries (1)
  • IRA 401 (1)
  • save (1)

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

© 2025 Epoch Wealth Management. All rights reserved.

Website Design For Financial Services Professionals