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.
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.