Our Epic Services
Business owners and Individuals
Your Wealth
Your Legacy
Our Expertise
Our services are tailored to individuals, families, and business owners, designed to meet your unique needs and help you achieve your financial goals.
At Epic Private Wealth, we believe that financial success is about more than just managing money—it’s about building a legacy.
Does this sound familiar?
Are you worried about securing your family's financial future?
Struggling with tax efficiency for your business and yourself?
Are you finding it difficult to manage the financial complexity of running a business while planning for personal wealth?
Explore our range of services below, and discover how we can guide you toward financial security, growth, and peace of mind.
Wealth management
Our wealth management services go beyond traditional investment strategies. We provide a holistic approach that balances growth, risk management, and tax efficiency, ensuring that your wealth is not only preserved but optimized for long-term success.
Our personalized strategies are designed to align with your financial goals, helping you build, manage, and protect your wealth for generations to come.
Investment Portfolio Management
Risk Management & Asset Protection
Legacy & Estate Planning
Financial Planning
Financial planning is at the heart of what we do. Whether you're planning for retirement, funding a child’s education, or managing personal wealth, our expert financial advisors develop tailored plans to address your unique goals.
We work closely with you to build a personalized financial roadmap, ensuring that your wealth works for you at every stage of life.
Retirement Planning
Risk Management & Insurance Solutions
Investment Planning & Growth Strategies
Advanced tax planning
Taxes can significantly impact your financial success if not managed properly. Our tax planning and preparation services are designed to help you reduce liabilities, increase tax efficiency, and keep more of your hard-earned money.
We provide ongoing tax strategies for individuals, families, and business owners to ensure your financial plan is optimized for the current tax environment.
Personal & Business Tax Preparation
Year round Tax Efficiency
Tax-Efficient Investment Strategies
Cfo services
For business owners, financial management is critical to success. Our CFO services provide the strategic financial leadership you need to make informed decisions, manage cash flow, and grow your business.
Whether you need help with financial forecasting, budget management, or tax strategies, our expert team is here to help your business reach its full potential.
Cash Flow Management
Business Valuation & Expansion Strategies
Financial Forecasting & Budgeting
WHAT WE OFFER
Retirement Planning
Long-term financial goal setting
Cash flow analysis
Personalized investment strategies
Education funding strategies
Business financial strategy and consulting
Profitability analysis
Tax-efficient investment strategies
Tax compliance
Estate planning and legacy building
Expense management
Year-round tax advisory
Ready to get started?
Company awards
Disclosures:
Companies on the 2024 Inc. 5000 are ranked according to percentage revenue growth from 2020 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2020. They must be U.S.-based, privately held, for-profit, and independent – not subsidiaries or divisions of other companies – as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum required revenue for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Firms must submit an application in order to be considered. No compensation was paid by the firm to be considered. The award was received on August 15th, 2023.
“USA TODAY’s Best Financial Advisory Firms 2024” was published on April 23, 2024, and is a ranking of registered investment advisory firms prepared by USA Today and Statista, Inc. The ranking is based on recommendations by financial advisors, clients and industry experts and a firm’s development of Assets Under Management (AUM). Recommendations were collected via an independent survey among over 25,000 individuals, and self-recommendations were prohibited. In order to be eligible, firms must be registered as an RIA firm with the SEC or at state level for at least one year, a principal office in the United States, a clean disciplinary record, offer financial planning services or portfolio management for individuals and/or small businesses, AUM must be greater than $500,000 and achieved an overall score among the top 500. No compensation was paid in order to be eligible for this award.
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.
