Joel Boyce, Certified Social Security Advisor

Joel Boyce is the CEO and President of EPIC Wealth Partners, a distinguished private wealth advisory practice of Ameriprise Financial Services, LLC, located in Westlake Village, California. With a steadfast commitment to understanding the unique financial journeys of each client, Joel leads a dedicated team that focuses on creating personalized wealth-building strategies, retirement planning, and comprehensive legacy solutions. At EPIC Wealth Partners, we recognize that life extends beyond retirement, which is why our EPIC Approach prioritizes not only financial success but also the fulfillment of broader life goals through intergenerational and philanthropic planning.

Joel Boyce has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Under Joel’s leadership, our collaborative process engages clients deeply, identifying their aspirations and crafting tailored financial plans that are reviewed annually to adapt to life’s inevitable changes. We specialize in retirement income strategies, estate planning, wealth preservation, investment management, and insurance, ensuring that each client receives the guidance needed to navigate major life decisions and effectively manage wealth transfer strategies.

Joel Boyce is a respected professional in the field, known for providing on-going, goal-oriented advice that empowers individuals and families to confidently pursue their dreams. Experience the difference of working with a knowledgeable leader who is dedicated to your financial success and legacy. Connect with Joel and the EPIC Wealth Partners team today and take the first step toward a rewarding financial future.

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