EPIC Wealth Strategies, LLC

Steven J. Travaglini, Sr. CPA *

President

Steve is the President of EPIC Wealth Strategies, LLC located in Nashua NH.

Steve has accumulated tremendous knowledge and perspective over his 30+ year career in the financial services industry.

This forms a rock-solid foundation that he continually builds upon to provide relevant and valuable insight and guidance in his quest to help preserve, protect and enhance the wealth and vision of his clients. Steve conducts all interactions with the highest level of openness and integrity and emphasis on educating and empowering his clients and friends to make informed choices to work toward achieving uncommon financial results.

He began his career in Public Accounting with a prominent Boston-area CPA firm, and earned the CPA designation which he has maintained for 25 years. Later he moved into the insurance industry, assuming a leadership role in a regional independent insurance agency. In 1997 Steve’s focus evolved to focus on guiding successful individuals, executives, business owners and physicians to help protect what is most important to them, build for their futures, and work toward maximizing their wealth building potential, and founded his current firm, EPIC Wealth Strategies, LLC.

Steve combines his foundation of traditional fiscal logic with the ability to grasp, evaluate and impart uncommon financial ideas and wealth building strategies. His objective is to help each client in pursuing the achievement of their maximum financial potential. There is no one-size-fits-all strategy. Steve takes a holistic view, taking the time to understand each client’s unique business and personal financial goals and challenges, and analyze the multiple components of their financial world. Through a detailed process and macro-economic approach, he recommends strategies and provides solutions designed to specifically address their areas of concern. He offers strategy, education, new ideas, proper implementation and on-going service.

Steve has a deep personal commitment to helping others, and that commitment drives all of his interactions. His business philosophy is simply to “do the right thing for the right reasons”… exactly what he would want others to do for his own family and friends.

He is a CPA, LEAP Practitioner, and a Registered Representative and Financial Advisor of Park Avenue Securities where he is licensed in insurance and investments. He holds his FINRA series 7, 6 and 63 licenses. He is a member of the New Hampshire Society of CPA’s and American Institute of Certified Public Accountants. Steve graduated from the University of Maine at Orono where he received his Bachelor of Science in Business Administration.

For the past 30+ years Steve has been married to Dianne, his college sweetheart. He is a devoted father of four (Danielle, Steven, Cassandra, and Anthony, all of whom are now busy building their own careers), and is one of six sons. His ongoing community involvement has included volunteer coaching for football, basketball, and baseball and soccer, taking a leadership role in community organizations, managing events, and raising funds for various charitable events and causes. Steve currently serves as President of the Board of Directors of the Boys and Girls Club of Greater Nashua. Each summer he rides in the Pan-Mass Challenge to benefit the Dana Farber Cancer Institute. Steve is also a member of Nashua Country Club. In his spare time, he enjoys golf, cycling, traveling, and spending time with his wife and family.

* Not practicing for Guardian or any subsidiaries or affiliates thereof.

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of Guardian. CA insurance license #0I70957.

Check the background of our investment professionals on FINRA’s BrokerCheck.