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Plan Boldly. Live Fully.

Independent, tax-smart financial strategies to help you keep more of what you earn and live with clarity, confidence, and purpose.

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Comprehensive Solutions, Lasting Impact

Your financial world is multi-layered. We bring planning, investments, tax strategy, and business services together to give you clarity and confidence. 

Financial
Planning

Wealth
Management

Advanced
Tax Planning

Retirement
Planning

CFO & Accounting
Services

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Lasting Wealth, Epic Impact


100+ Years

Combined Finance Expertise

$255M+

Asset Under Management

Meet Your Epic Team

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Epic Outcomes For Every Journey

Successful Individuals
& Families

Simplify complexity, align your wealth to your values, and steward your legacy across generations.

Pre-Retirees


Retirement is on the horizon, we map your income, taxes, and investments so you can get there with confidence.

Retirees


Turn savings into a reliable, tax-smart paycheck while protecting what matters most.

Business Owners &
Entrepreneurs

From tax planning to cash flow management, we handle the finances so you can focus on growing your business.

Explore All Groups
Empowering You To Live Boldly And Securely

Empowering You To Live Boldly And Securely

We combine wealth management, advanced tax strategy, and planning under one roof to deliver solutions that protect and grow what you’ve built. With accountability, proactive service, and a standard of excellence, we help you live an Epic life with clarity and confidence.

A Retirement Roadmap For Every Stage

A Retirement Roadmap For Every Stage

Our process begins with you, including your values, goals, and current picture. From there, we create your Retirement Roadmap: a tailored plan that unites investments, taxes, and long-term strategy. As life changes, we adapt the plan so every dollar has a purpose and your vision stays on track.

Our Locations

Richland, WA

Richland, WA

1305 Fowler St. Ste. 2C

Richland, WA 99352

(509) 591 - 0014

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St. George, UT

St. George, UT

814 E. Walkara Ave

Washington, UT 84780

(435) 218-8137

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Phoenix, AZ

Phoenix, AZ

2999 N 44th St. Ste. 620

Phoenix, AZ 85018

(602) 944-0423

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Peoria, AZ

Peoria, AZ

23131 N Lake Pleasant

Peoria, AZ 85383

(623) 875 - 5204

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Insights to Elevate Your Decisions

Our content library brings you fresh videos, articles, and presentations on retirement, tax strategy, wealth, and legacy planning which is designed to keep your journey moving forward.

8 Financial Milestone Birthdays

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.
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Money-Saving Tips for Managing Your Subscriptions

Money-Saving Tips for Managing Your Subscriptions

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.
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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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FAQs About Epic Private Wealth

  • The Retirement Roadmap is our signature financial planning process. It begins with your goals, values, and current picture, then delivers a clear, personalized plan for retirement. The Roadmap integrates investment strategy, tax planning, and income design—so you always know where you stand and the steps to move forward with confidence.

  • Unlike many firms, we bring advanced tax planning and wealth management under one roof. This means your investment strategy and tax plan are coordinated to reduce inefficiencies and improve after-tax outcomes. From optimizing entity structures to mapping retirement income, we make sure every dollar has a job.

  • We specialize in helping high-net-worth individuals and families, pre-retirees, retirees, and service-based business owners. Many of our clients are professionals in healthcare, government, education, and engineering who want clarity around retirement, wealth transfer, and taxes. We also support entrepreneurs with CFO-level services and proactive financial planning.

  • Our integrated approach and proactive style set us apart. We combine financial planning, portfolio management, and advanced tax strategies in one place—something most advisors can’t offer. As fiduciaries, we act in your best interest, bringing accountability, clarity, and a disciplined process to every relationship

Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.
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