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EPOCH FAMILY WEALTH: Your Trusted Financial Advisor
Welcome to EPOCH FAMILY WEALTH, a professional financial advising firm that helps individuals and families achieve their financial goals. With a team of experienced advisors and a comprehensive range of services, EPOCH FAMILY WEALTH is committed to providing expert guidance and support to clients in all aspects of their financial planning.
How does the advisor help clients – Key Takeaways:
EPOCH FAMILY WEALTH offers a variety of services to help clients manage their finances, plan for the future, and achieve their financial goals. The key takeaways include:
- Expert financial guidance provided by a team of experienced advisors.
- A comprehensive range of services to meet the diverse needs of clients.
- Customized financial planning tailored to each client’s individual goals and circumstances.
- Ongoing support and guidance to ensure clients stay on track towards their financial goals.
Facts and Insights
EPOCH FAMILY WEALTH has been in business for over 20 years, providing top-notch financial services to clients across the nation. With a team of highly qualified and experienced advisors, EPOCH FAMILY WEALTH has helped countless individuals and families achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million+ |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 20+ years |
Financial Services Offered
EPOCH FAMILY WEALTH offers a wide range of financial services to meet the diverse needs of clients. These services include:
- Investment management and advisory services
- Retirement planning and 401(k) rollovers
- Estate planning and trust management
- Tax planning and preparation
- Insurance and risk management
- Education planning for children
- Charitable giving and philanthropy
Client Types
EPOCH FAMILY WEALTH serves a variety of clients, including:
- High-net-worth individuals
- Retirees
- Young professionals
- Small business owners
- Families
Fees & Compensation
EPOCH FAMILY WEALTH is a fee-only advisory firm, which means that clients pay a flat fee or a percentage of assets under management for the services provided. This fee structure ensures that EPOCH FAMILY WEALTH’s interests are aligned with their clients’ and eliminates any conflicts of interest.
Background
EPOCH FAMILY WEALTH’s team of advisors has a diverse background and brings a wealth of experience and knowledge to the table. With expertise in various areas of financial planning, EPOCH FAMILY WEALTH is equipped to handle any financial challenge and provide sound advice to clients.
Financial Advisor Disclosures to Know
As a reputable financial advising firm, EPOCH FAMILY WEALTH adheres to strict industry regulations and guidelines. Clients can rest assured that they are receiving transparent and ethical services from EPOCH FAMILY WEALTH, as the firm discloses any potential conflicts of interest and operates with full disclosure and transparency.
EPOCH FAMILY WEALTH is dedicated to helping clients achieve financial success and security. With a team of experienced advisors, a comprehensive range of services, and a commitment to transparency and ethical practices, EPOCH FAMILY WEALTH is your trusted financial advisor. Contact us today to learn more about how we can help you reach your financial goals.