EPIC Wealth Builder

Our team provides a comprehensive wealth management platform capable of producing a real time picture of your complete, current financial position, anytime, anywhere, with a click of a button. As you know, information and knowledge are power. When you harness financial information in one location, it allows you to capitalize on that collective knowledge giving you the tools to make smarter financial decisions. 

• Financial Calculators: See if you’re on track to meet your most important goals. Weigh and measure decisions before you make them.
• Organizer: Your personal dashboard displays your most important financial information in a simple, user friendly format.
• Mobile: See your complete financial picture from your smart phone or tablet.
• Investments & Other Accounts: Easily monitor a real-time feed of all of your important investment, savings and cash accounts in one location.
• Vault: Safely store your most important financial documents and access them anywhere, anytime.
• Budgeting Tools: Set budgets and track your spending to help you reach your savings goals.
• Security: We take your personal information seriously and work with vendors who carefully protect your online data.
• Screen Sharing: Join a screen sharing session with an advisor quickly and easily for interactive planning right when you need it.