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EPOCH WEALTH MANAGEMENT is a leading financial advisory firm with a team of experienced and knowledgeable advisors who strive to provide comprehensive financial solutions to their clients. With a focus on long-term financial success, EPOCH WEALTH MANAGEMENT guides clients through various stages of their financial journey and helps them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Assesses clients’ financial needs and goals
- Creates a customized financial plan
- Provides ongoing support and monitoring of the plan
- Offers various financial services and products
- Tailors strategies to meet clients’ risk tolerance and investment objectives
Facts and Insights
EPOCH WEALTH MANAGEMENT has been in business for over 20 years and manages over $1 billion in assets under management. With a team of over 50 advisors, the firm has a wealth of knowledge and expertise in the financial industry. EPOCH WEALTH MANAGEMENT prides itself on its commitment to providing transparent and personalized services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | 20+ years |
Financial Services Offered
EPOCH WEALTH MANAGEMENT offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance solutions, and more. The firm utilizes a holistic approach to financial planning and works closely with other professionals, such as accountants and attorneys, to provide comprehensive solutions to clients.
Client Types
EPOCH WEALTH MANAGEMENT works with a diverse range of clients, including individuals, families, small business owners, and corporations. The firm understands that each client has unique financial needs and goals, and they tailor their services accordingly to meet those specific needs.
Fees & Compensation
EPOCH WEALTH MANAGEMENT is a fee-only firm, meaning they do not earn commissions from the sale of financial products. Instead, they charge a percentage of assets under management or a flat fee for their services. This fee structure ensures that the firm’s interests are aligned with those of their clients, promoting transparency and avoiding conflicts of interest.
Background
EPOCH WEALTH MANAGEMENT was founded by a group of financial professionals who shared a common goal of helping individuals and businesses achieve financial success. The firm has grown significantly over the years and has a team of highly skilled advisors who continue to provide exceptional service to their clients.
Financial Advisor Disclosures to Know
Like all financial advisory firms, EPOCH WEALTH MANAGEMENT is required to disclose certain information to its clients. These disclosures include any conflicts of interest, potential risks, and the firm’s policies on fees and compensation. Clients can access these disclosures on the firm’s website or by requesting them from an advisor.
Overall, EPOCH WEALTH MANAGEMENT prides itself on its commitment to putting clients’ needs first and providing personalized financial solutions. With a team of experienced advisors, a comprehensive range of services, and a transparent fee structure, the firm is a reliable partner for individuals and businesses seeking long-term financial success.