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.
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