FOUNDED IN 1997
In 1997, we embarked on a new path to provide comprehensive financial services. We opened our office in Nashua, New Hampshire with a clear mission for our clients.
HELP TO MAXIMIZE FINANCIAL POTENTIAL
EPIC Wealth Strategies’ mission is to provide successful business owners, executives and physicians with a lifetime strategy to gain financial control and help them towards reaching their full financial potential.
We work with you to build a long-term relationship based on trust, strategic advice, continuous education, wealth preservation, wealth creation and lifelong exemplary service.
By working with and coordinating all of your advisors, providers and carriers, we take you out of the unenviable position of being your own strategic advisor. We work with you to be your single source for integrated financial services. We can help to eliminate blind spots in your planning, processes and products.
At EPIC, everything starts and stops with our process focused on wealth protection, creation and management. Our process is known as The EPIC Approach. We change the conversation from product to process.
Check the background of our investment professionals on FINRA’s BrokerCheck.
Securities products and advisory services are offered through Park Avenue Securities, LLC (PAS), member FINRA & SIPC. OSJ: 800 WESTCHESTER AVENUE 4TH FLOOR SUITE N409, RYE BROOK, NY 10573, ph# 914.288.8800. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. EPIC Wealth Strategies, LLC is not an affiliate or subsidiary of PAS or Guardian.
This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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© 2013-2022 | Steven J. Travaglini | Call Us: (603) 598-3288 | Email Us: firstname.lastname@example.org