Personal, Sophisticated, and Careful Wealth Management
We are currently accepting new clients on a case-by-case basis; please schedule a short consultation to see if our services are a good fit for your needs.
Phone: (321) 209-1391. Call or text; if calling, please leave a detailed voicemail.
Email: james@eppeswealthmanagement.com
In-Office Meeting: Schedule a time to visit our office using the calendar below.
Video Call: Schedule a video call using the calendar below.
Have questions about your financial future? We can help address common worries like:
Am I saving enough for a comfortable retirement?
Am I on track to retire when I want to?
How do I choose the right Medicare plan for my needs?
What’s the best way to minimize taxes in retirement?
How can I protect my wealth for my heirs?
Is my investment portfolio diversified enough?
How can I make sure I’m not spending too much or too little in retirement?
How do I create a financial plan that fits my lifestyle?
Can I afford to retire early or switch careers?
What do I need to do when it comes to long-term care?
How can I find a financial advisor in Brevard County who’s local and a fee-only fiduciary?