Epic Private Wealth

Epic Private Wealth is a Financial Planner in Richland, WA. The firm serves families, retirees, and business owners with integrated tax strategies, wealth management, and retirement planning. Services include financial planning, advanced tax planning, retirement planning, CFO and accounting services, and investment management. The team combines over 100 years of combined finance expertise and manages assets under management. It holds a rating of 4.80 based on 0 customer reviews.

The practice integrates tax strategy and wealth management into a single plan to help clients avoid oversights and maximize opportunities. This approach includes proactive tax planning, personalized investment management, and the signature Epic Retirement Roadmap. The roadmap is a tailored plan that unites investments, taxes, and long-term strategy based on client values and goals. The team adapts the plan as life changes to ensure every dollar has a purpose.

The Richland office is led by Jeffrey P. Lewis, CFP®, CRPC®, who serves as CEO, Partner, and Senior Wealth Advisor. The team also includes Valerie Lewis, Partner and President of Accounting; Lori Selby, PhD, CFP®, CMFC®, Vice President and Senior Wealth Advisor; and Greg Stapleton, Associate Wealth Advisor. Support staff includes Jennica Mackley, Sr. Accountant; Anne Burnett, Accountant; Jacob Stanfield, Tax Return Coordinator; Carmen Gonzales, MBA, VP of Investment Operations; Patrick Fair, VP of Client Relations; Madisyn Wingfield, Executive Manager; and Rhiannon Collins, Office Administrator.

The firm is known for a positive rating from the customers who have reviewed it.

Epic Private Wealth brings tax-smart wealth and retirement planning to Richland, WA.

Epic Private Wealth is located on Fowler St in Richland, WA, about 0.1 miles from the Kadlec Clinic - Northwest Orthopaedic and Sports Medicine and the Columbia Canal.

BizScoreAI gives Epic Private Wealth a Technical score of 85 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The firm also earns a Content Quality score of 75 out of 100, ensuring the site answers customer questions clearly so AI assistants can quote it directly.