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
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1
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
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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. Thei... Read More
