Willis Towers Watson

Epiphany Wealth Management is a Houston-based financial firm that offers a range of innovative and customizable financial solutions, including wealth planning, investment management, and specialized services. With a highly personalized approach, they prioritize putting clients first and strive to understand their unique financial goals and needs. Their team of experts is dedicated to helping clients define and protect their family's legacy, while also providing ongoing analyses and reporting to ensure a clear focus on their financial future. As a subsidiary of BOK Financial Corporation, Epiphany Wealth Management benefits from the extensive wealth management and trust services offered by various affiliate companies and non-bank subsidiaries. With a commitment to excellence, they aim to provide comprehensive financial services that go beyond wealth planning and investment management. Through their expertise and dedication, Epiphany Wealth Management strives to help individuals and families achieve their financial objectives and secure a prosperous future.Generated from the website

Since 1998, Sirius Solutions professionals have partnered with clients to help them transform their mid- and back-office operations, manage transactions and transitions such as mergers, acquisitions, divestitures and the realignment of business units, and handle time-sensitive business issues. We also run and operate part, or all, of our clients' mid- and back-office-related business functions. Sirius Solutions is based in Houston with additional offices in Dallas and London. Our professionals average 15 years of experience in leadership positions. As former senior executives with experience in both industry and consulting, our professionals are performance-focused and understand the complexities, nature, and timing of our clients' unique business challenges. We tailor each team (whether a team of one, few or many) to each client's specific business situation, ensuring that all skills required are provided so that clients realize the outcome and economic impact they want.