A press release said Structured Wealth Management will provide heightened visibility for EPIC to bank trust departments and other financial intermediaries in Texas, Oklahoma and New Mexico. According to Todd Latham, Executive Vice President & Principal of Structured Wealth Management, “On behalf of EPIC, we will be primarily focused on developing and initiating bank trust department and other financial intermediary relationships for EPIC offering high-touch, solution-driven services for retirement plan sales.”
Structured Wealth Management is a registered investment adviser offering fee-based investment management and consulting services, with a focus on qualified plans sold through bank trust.
EPIC Advisors, Inc. is a 401(k) plan recordkeeping firm serving financial institutions and small to mid-size companies.
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