We’re EPIQ, the human side of wealth management.

We simplify the complex financial lives of the most successful professionals and their families with deep expertise, exclusive access, and above all else, a personal touch.

As a fiduciary, we’re both guardian and advocate for our clients, managing their diverse interests while striving to deliver exceptional investment results that secure strong legacies.

Our Mission

Deliver a premier wealth management experience built on a shared commitment to success that spans generations.

Our Vision

Be the partner the most successful people in the world trust to handle their diverse needs and maximize their wealth.

Our Values

Integrity — Always put the client first.
Excellence — Choose quality over quantity.
Growth — Never stop evolving.

Our Team

Everyone on our team brings their own expertise, experience, and personal touch, presenting clients with unrivaled collective knowledge and specialized care. Our people — from our partners to our portfolio managers — are what make us the human side of wealth management.

Our Partners

Our executive team brings decades of collective wealth management and investment experience.

Our Offices

black and white image of San Francisco, California

San Francisco, California

black and white image of Reno, Nevada

Reno, Nevada

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Dallas, Texas

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