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

We seek to 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 fiduciary¹, we are committed to managing our clients’ diverse interests while striving to achieve investment results that contribute to their legacies

Our Mission

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

Our Vision

Be the partner successful people in the world trust to handle their diverse needs and manage 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 collective knowledge and specialized care. We believe our people — from our partners to our portfolio managers — are what make us the human side of wealth management.