Who We Serve
Clarity And Confidence for Every Stage of Life
We bring together tax-smart strategies, wealth management, and retirement planning under one roof. Our clients can see where they stand and know where they’re headed. With our signature Retirement Roadmap, you gain the assurance to move forward with purpose and keep more of what you’ve built.
Successfull Individuals & Families
Protecting Wealth. Preserving Legacy. Living Fully.
We simplify complexity with integrated planning—aligning investments, trusts, and taxes—
to help you secure your lifestyle today and protect your family’s future for generations.
Pre-Retirees
Turn Retirement Questions into a Clear Plan
Our Retirement Roadmap answers the big questions: When can I retire? Will I have enough?
What about taxes? We give you clarity to step into the next season with confidence.
Retirees
Income That Lasts, Confidence That Grows
From tax-smart withdrawals to navigating healthcare and RMDs, we help transform your
savings into dependable income—so you can focus on the life you’ve earned.
Business Owners & Entrepreneurs
Strategies as Strong as the Business You’ve Built
From entity structure to succession, we connect business and personal planning. The result:
stronger cash flow, minimized taxes, and a wealth plan as resilient as you are.
Professionals
Sophisticated Planning for Demanding Careers
Complex compensation, equity awards, and liability risks—handled. We streamline decisions, protect
your time, and create strategies that let you succeed both at work and at home.
Government Employees & Contractors
Make the Most of Your Benefits and Retirement Timing
We help you navigate pensions, TSP/403(b), and retirement milestones with tax-aware strategies—so you
maximize every benefit and step confidently into the future
What You Can Expect with Epic Private Wealth
We combine advanced tax strategies, personalized wealth management, and a signature Retirement Roadmap to simplify complexity and help you keep more of what you earn.
Our services are best suited for individuals, families, and business owners with $500,000+ in investable assets or high income facing complex tax and planning needs.
The Retirement Roadmap is our financial planning process that shows where you stand today, outlines clear next steps, and creates a tax-smart strategy for a confident retirement.
Our in-house expertise ensures investments, business structures, and retirement withdrawals are coordinated with tax strategy—so every dollar has a purpose.
Our first step is a discovery conversation where we listen to your goals, review your financial picture, and show how our process delivers clarity and confidence.
We serve clients nationwide, with offices in Arizona, Utah, and Washington, and use secure technology to connect wherever you are.
Retirement Planning
Discover how our Epic Retirement Roadmap answers your biggest questions and helps you plan with intention.
Your Epic Team
Get to know the advisors and specialists who treat your future like their own.
Solutions Under One Roof
From financial planning to investment management, explore the full range of services under one roof.