Business Details
About
Finance CompanyFinancial PlanningTax Consultant
Epic Private Wealth is your premier partner in financial success, specializing in wealth management, tax optimization, and CFO services for successful families and service-based business owners. Our personalized strategies are designed to build wealth, maximize tax savings, and simplify complex financial matters. With a proactive, value-driven approach, we deliver peace of mind while helping you protect your legacy and live an Epic life with confidence and clarity.
Location
Hours
Reviews
4.8
81 reviews
5 stars
76
4 stars1
3 stars1
2 stars0
1 star
3
- CDCalvin DudneyNov 5, 20255.0We have throughly enjoyed all of our experiences with EPIC. They have taken very good care of us making wise financial moves on our behalf.
- RGRudy GuerciaNov 5, 20255.0Always helpful in explaining investments
- CJC JNov 5, 20255.0We use Lori, So nice that she manages our investments and they have an accountant that works seamlessly with our advisor come tax time. Makes it really convenient!
- JGjoan guerciaNov 5, 20255.0Staff is AMAZING and respond quickly whenever I gave questions. Return on investments are much better than I could do myself
- JJJacquelyn Dobson (Jacquee)Nov 5, 20255.0Epic service! Love their team
Frequently Asked Questions About Epic Private Wealth
What services does Epic Private Wealth offer?
Epic Private Wealth offers financial planning, wealth management, CFO services, and advanced tax planning tailored for successful families and service-based business owners.
Where is Epic Private Wealth located?
Epic Private Wealth is located at 1305 Fowler Street, suite 2c, Richland, WA 99352, United States.
What are the business hours of Epic Private Wealth?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Epic Private Wealth?
You can contact them by phone at +1 509-591-0014 or email at info@epicprivatewealth.com.
Does Epic Private Wealth have an online presence?
Yes, you can visit their website at https://epicprivatewealth.com/, find them on Facebook at https://facebook.com/epictrust, and follow them on Instagram at @epicprivatewealth.
What is the main focus of Epic Private Wealth's financial services?
They focus on personalized strategies to build wealth, maximize tax savings, simplify complex financial matters, and protect your legacy.
Are there any financial advisors near Epic Private Wealth?
Yes, nearby financial services include Epic Trust Investment Advisors LLC, US Bancorp Investments - Financial Advisors, and Private Wealth Management | U.S. Bank, which may offer complementary financial guidance.
What health and medical facilities are near Epic Private Wealth?
Nearby health facilities include GABRIEL SIMS, PNW Arthritis and Rheumatology, Kadlec Ambulatory Surgery Center, and Northwest Orthopaedic & Sports Med., useful if you need medical services before or after your visit.
Where can I find relaxation or beauty services near Epic Private Wealth?
Nearby options include À La Mode Spa & Salon, DermaCare TriCities, and TheDermaShop for spas, beauty salons, and skincare products if you'd like to unwind after a financial consultation.
Are there insurance agencies near Epic Private Wealth for additional financial protection?
Yes, GFG Financial and Nationwide Mutual Insurance Company are nearby insurance agencies that can assist with insurance needs.