Team profile

Our Approach

At EPIC Wealth Partners, we believe everyone’s financial journey is unique. Therefore, our unique EPIC approach focuses on building wealth, planning for retirement, and helping you plan for a full and rewarding life.

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

Together we:

Engage: build relationships and identify your goals

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

Implement: utilize tailored investment and asset management alternatives, including insurance options and legacy planning strategies

Counsel: provide on-going, 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.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Insurance
  • Intergenerational Planning

Awards & recognition

  • EPIC Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • EPIC Wealth Partners, Ameriprise Client Experience Award, 2020-2021
  • Joel E Boyce, Ameriprise Circle of Success, 2007-2023
  • Joel E Boyce, Ameriprise Circle of Success Diamond Ring, 2020

Community participation

Honored to be recognized in Forbes

We’ve got some exciting news to share: EPIC Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us at EPIC Wealth Partners couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.