Your Epoch Wealth Management Benefits
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.
