Our Wealth Solutions are intertwined with your customized and comprehensive Financial Plan assessment. We begin with a meeting that gauges your financial situation and current strategy; we take the time to understand your financial goals, needs and expectations.
We customize each assessment and review to ensure that you, our potential client, understand our process, our values, recommendations and commitments to you as your Fiduciary.
We offer our wealth solutions via tailored Separate Accounts as well as through our proprietary Epiphany Funds. All Separate Accounts and Mutual Funds are screened by utilization of our FFV Scorecard.