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  2. Your Epoch Wealth Management Benefits

Your Epoch Wealth Management Benefits

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A personal relationship

The human touch, when it matters most.

 

Fiduciary care

We are a fee-only fiduciary firm. We make no commissions, trade fees or other compensation on any products. Our fees are transparent and disclosed in writing, up front, before we begin to work with you.

 

Experienced advisor

Your EWM advisor has the depth and breadth of experience and expertise to deliver the highest quality of comprehensive wealth management.

 

A broad network of specialists

We have built connections with specialists throughout the country.

 

Innovative technology

Epoch View: An instant snapshot of your wealth, whenever and wherever you want it.

 

Independent, objective advice

With no third-party influences to color the financial and investment recommendations rendered, we concentrate on providing the highest level of personalized service.

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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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