Epic Capital Wealth Management
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
6135 Park South Dr Ste 130, Charlotte, N...Phone Number
(704) 552-5200Website
www.epiccapital.comRevenue
<$5 MillionIndustry
About Epic Capital Wealth Management
Epic Capital Wealth Management is a Charlotte, NC-based investment management and financial planning firm led by a CERTIFIED FINANCIAL PLANNER™ with over 27 years of experience. The firm offers concierge-level wealth management services to a select group of families, focusing on education, proactive communication, and a formal planning process. Their clients are encouraged to invest with purpose, make an impact, and leave legacies. Services include financial planning, investment management, retirement planning, estate planning, and more.Explore more
Epic Capital Wealth Management Org Chart
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Epic Capital Wealth Management is a Charlotte, NC-based investment management and financial planning firm led by a CERTIFIED FINANCIAL PLANNER™ with over 27 years of experience. The firm offers concierge-level wealth management services to a select group of families, focusing on education, proactive communication, and a formal planning process. The... Read More
