Wealth Management
Designed for Your Legacy
At Epic Private Wealth, we believe wealth is more than just numbers—it’s about security, freedom, and building a future that lasts for generations. Whether you're growing your investments, protecting your assets, or planning for the next chapter of your life, our expert advisors craft strategies that turn financial complexity into lasting prosperity.
But managing wealth isn’t always simple. Markets fluctuate. Tax burdens rise. Estate planning and wealth transfers can be overwhelming. Without a clear strategy, even the most successful individuals can face uncertainty about their financial future.
That’s where we come in.
With a deep understanding of financial markets, investment strategy, and legacy planning, we don’t just help you manage wealth—we help you maximize its potential.
National
Recognition:
The Epic Approach
We believe wealth management should be proactive, personal, and powerful.
At Epic, we don’t take a one-size-fits-all approach. Instead, we build financial partnerships that evolve with you.
Our process begins with understanding your unique vision.
What are your long-term goals?
What kind of legacy do you want to leave behind?
By taking a holistic view of your finances, we create a customized strategy that aligns with your life, not just your portfolio.
Strategic Financial Planning
Your financial future deserves a clear, well-structured roadmap. We take the time to understand your aspirations—whether it’s a comfortable retirement, expanding your business, or securing generational wealth—and build a strategy that turns those goals into reality.
Investment Management with Risk Mitigation
Through diversification, tax-efficient investing, and adaptive risk management, we help safeguard your wealth in any market. Our expert advisors analyze trends and economic conditions to create a customized strategy that balances growth and protection, so you can invest with confidence.
Tax-Efficient Wealth Growth
Without proper planning, taxes can take a significant toll on your wealth. We implement smart, tax-efficient strategies to help you keep more of what you earn and grow your assets effectively over time.
Estate & Legacy Planning
Wealth isn’t just about what you build—it’s about how you pass it on. Our estate planning and wealth transfer strategies ensure your assets are protected and distributed according to your wishes, minimizing tax burdens and legal hurdles. Whether it’s setting up trusts, charitable giving, or structuring multi-generational wealth, we help you create a legacy that lasts.
Comprehensive Wealth Protection
Unexpected events can put your financial security at risk. We safeguard your wealth with strategies that address everything from insurance to business succession planning, ensuring that your assets—and your family—are protected in any situation.
Does this sound familiar?
Do you have a clear, actionable plan for your wealth? We take the guesswork out of financial strategy, providing a roadmap tailored to your goals.
The market is unpredictable, but your financial future doesn’t have to be. Our expert advisors create resilient portfolios that weather uncertainty while still delivering long-term growth.
High taxes and poor estate planning can erode your wealth. We structure your assets efficiently to minimize tax burdens and ensure seamless wealth transfers.
Traditional firms often take a cookie-cutter approach. At Epic, we craft strategies designed specifically for your unique financial journey.
Don't worry, we can help!
Lasting Wealth
Epic Impact
100+ Years
Combined Finance Expertise
$275M+
Asset Under Management
Why Choose Epic?
Client-Centered Approach – Your goals drive our strategies, ensuring your financial plan is tailored to your needs—not a generic formula.
Proven Expertise – Decades of experience helping high-net-worth individuals and families build and protect their wealth.
Comprehensive Solutions – We go beyond investments, offering full-scale financial planning, tax strategies, and estate management.
Ongoing Partnership – Wealth management isn’t a one-time event—it’s a lifelong journey. We’re with you every step of the way.
Start Building Your Financial Legacy Today
Your wealth should work for you, not the other way around. Let’s create a strategy that secures your future, protects your assets, and ensures your legacy thrives for generations to come.
Our epic locations:
Richland, WA
1305 Fowler St | Ste. 2C
Richland, WA 99352
(509) 591-0014
Phoenix, AZ
2999 N 44th St | Ste. 620
Phoenix, AZ 85018
(602) 944-0423
Peoria, AZ
23131 N Lake Pleasant Pkwy | Ste. 100
Peoria, AZ 85383
(623) 875-5204
St. George, UT
814 E Walkara Cove Washington, UT 84780
(435) 218-8137
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.