Building your Legacy
Making it Epic
Epic Solutions for Extraordinary Outcomes
At Epic Private Wealth, we understand that your financial journey is more than just about numbers—it’s about building a legacy that lasts.
Whether you're growing your business, managing wealth for future generations, or seeking expert tax strategies, we’re here to help you make it truly Epic.
With Epic Private Wealth, you gain a trusted partner delivering:
Accountability and Excellence
Proactive Strategies
Comprehensive Services
Tailored Expertise
Our Epic Services
Wealth Management
Our personalized strategies are designed to align with your financial goals, helping you build, manage, and protect your wealth for generations to come.
Advanced Tax Planning
Our tax planning and preparation services are designed to help you reduce liabilities, increase tax efficiency, and keep more of your hard-earned money.
CFO Services
Our CFO services provide the strategic financial leadership you need to make informed decisions, manage cash flow, and grow your business.
Ready to build your legacy?
Lasting Wealth
Lasting Impact
100+ Years
Combined Finance Expertise
$275M+
Asset Under Management
Who we work with
Private Practices
Marketing AGENCies
Medical Professionals
Individuals & Families
Engineering Firm
Entrepeneurs
COntractors
Dental Professionals
ceo and executives
Disclosure:
All Investment Advisory Services are provided by Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Insurance products are offered through Northwest Insurance Alliance, LLC and guarantees are subject to the claims-paying ability of the issuing company and are not guarantees offered by Epic Trust Investment Advisors, LLC, or its affiliated companies. Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-120618. Epic Trust Investment Advisors, LLC does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.
Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans. Please note, registration with the SEC does not imply a certain level of skill or expertise.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
