We’re EPIQ, the human side of wealth management.
We seek to simplify the complex financial lives of the most successful professionals and their families with deep expertise, exclusive access, and above all else, a personal touch.As a fiduciary¹, we are committed to managing our clients’ diverse interests while striving to achieve investment results that contribute to their legaciesOur Mission
Deliver a premier wealth management experience built on a shared commitment to success that spans generations.
Our Vision
Be the partner successful people in the world trust to handle their diverse needs and manage their wealth.
Our Values
Integrity — Always put the client first.
Excellence — Choose quality over quantity.
Growth — Never stop evolving.
Our Team
Everyone on our team brings their own expertise, experience, and personal touch, presenting clients with collective knowledge and specialized care. We believe our people — from our partners to our portfolio managers — are what make us the human side of wealth management.
San Francisco, California
Our Partners
Our executive team brings decades of collective wealth management and investment experience.
Chad Boeding
Managing Partner
Chris Jackson
Partner
Reno, Nevada
Dallas, Texas
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