EPIC Wealth Partners is a team of financial advisors operating under the corporate umbrella of Ameriprise Financial Services, LLC. The practice focuses on providing comprehensive and personalized financial advice to help clients achieve their long-term goals. Their stated mission is to build authentic, long-lasting relationships based on trust and a deep understanding of each client's unique financial situation. They leverage the resources and support of the broader Ameriprise Financial network while offering a boutique, team-based service model covering areas such as retirement planning, investment management, tax strategies, and estate planning.

Founded in

United States