Epic Private Wealth

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Primerica, led by Regional Vice-President Matthew Sweezea in Richland, WA, offers a range of financial services including investments, savings, term life insurance, and mortgage loans. With a focus on educating Main Street families on personal finance through their HOW MONEY WORKS materials, Primerica is committed to providing products that are right for the consumer. Since its founding in 1977, Primerica has championed the Buy Term and Invest the Difference philosophy, revolutionizing the life insurance and investment industries. Through their independent contractor representatives, Primerica strives to empower individuals to achieve financial security by learning and applying simple financial principles.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.