EPIC Wealth Partners

EPIC Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

At EPIC Wealth Partners, a private wealth advisory practice of Ameriprise Financial, we believe everyone’s financial journey is unique. Therefore, our EPIC approach focuses on the different facets of your situation while accumulating and building wealth, planning for retirement, and helping you plan for a full and rewarding life.

Our team also understands that life does not stop at retirement. Through a multi-generational and philanthropic lens, we strive to show how your legacy can truly live on.

Together we:

Engage: build relationships and identify your personal goals

Plan: form unique advice customized to you and layout a financial plan

Implement: utilize tailored investment and asset management alternatives, incorporating tax-efficiency, insurance options, and Legacy Planning strategies

Counsel: provide ongoing, goal-based advice which includes guidance on major life decisions and wealth transfer strategies

We know life is full of ups and downs, and your goals will inevitably evolve. Our customized process creates a personalized relationship that helps you prepare for life’s unexpected changes, and confidently supports you on the path to pursuing your dreams.

Our videos

2 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)