Epic Wealth Management, LLC is the new division of Gray-Pilgrim & Associates LLC. Gray-Pilgrim has been in business for almost thirty years providing healthcare professionals with tax and management consulting services. In 2017 out of the request of their clients EPIC Wealth was created to be the go-to source for investment advice and planning for retirement and long-term financial goals.
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.