Amelia Island, FL Office

EPG Wealth Management LLC serves individuals (including high‑net‑worth clients), trusts, businesses, and retirement plans with a mix of advisory services including advisor‑managed portfolios, access to third‑party money managers, financial planning, and a firm‑sponsored wrap‑fee program called Peak. The firm also provides ERISA 3(21) fiduciary consulting to plan sponsors, uses Brinker Capital for 3(38) plan fiduciary services, and recently added advisory services for self‑directed 401(k) participants.

EPG works with clients to develop customized investment plans based on stated goals and risk profiles and generally manages accounts on a discretionary basis, using fundamental, technical, and cyclical analysis across mutual funds, ETFs, individual securities and selected alternative investments. The firm commonly implements strategies through tailored portfolios or model allocations managed by third‑party managers, and limits participant‑level discretionary authority in retirement plans to the options available in each plan’s menu.

Notably, EPG operates seven offices and a ten‑advisor team managing roughly $579 million in regulatory AUM, a footprint larger than most firms in its peer group, and many of its representatives are also registered broker‑dealer representatives and licensed insurance agents — arrangements that permit brokerage and insurance product distribution alongside advisory services. The firm sponsors a wrap fee program, may participate in IPO or syndicate transactions through its broker‑dealer relationships, and discloses and maintains controls to manage the attendant conflicts when recommending rollovers, insurance products, or brokered securities.