Services
What I do
Services Offered
Broadly speaking, Epiphany Wealth Management provides comprehensive wealth management, investment portfolio management and financial planning solutions on a fee-only basis.
Services offered include:
- Comprehensive Financial Planning
- Retirement Readiness Planning and Advisory Services
- Estate Planning (in partnership with other professionals, as required)
- Investment Planning/Portfolio Management
- Retirement Income Planning
- Cashflow Planning and Budgeting
Well-versed in the unique challenges faced by high networth athletes and entertainers, Epiphany Wealth Management is equal to the task in partnering with such clients.
For interested prospective clients, click the button that follows for a pdf overview of the advisor value proposition: