We provide plan driven concierge-level wealth management services to a limited number of families through a formal planning process, education, proactive communication, and unparalleled service, while helping our clients to work towards their ultimate financial goals,
The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the most suitable financial strategies in place, but who is also obligated to keep your best interests at the forefront of all they do.
Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth.
If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself!
Company Details
- Employees
- 5
- Founded
- -
- Address
- 6135 Park South Drive,
- Phone
- +1-7045525200
- in****@****tal.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- epiccapital.com
- Keywords
- Comprehensive Wealth Planning, Estate Planning, Retirement Income Planning, Investment Management, Impact Investing, Sustainable Investing, Responsible Investing, Education Planning, Retirement Planning, Philanthropic Planning, Tax Planning, Risk Management, Insurance Planning.
- HQ
- Charlotte, NC
Epic Capital Wealth Management Questions
Epic Capital Wealth Management's helpline number is +1-7045525200
Epic Capital Wealth Management's website is epiccapital.com
Epic Capital Wealth Management's LinkedIn profile is https://www.linkedin.com/company/epiccapital
Epic Capital Wealth Management has
5 employees.
View email and phone details for 5
employees at Epic Capital Wealth Management.
Epic Capital Wealth Management's industry is
Financial Services
Epic Capital Wealth Management's top competitors are
Level Wealth Management,
Baker Wealth Management,
Dolan Capital Advisors, Llc,
True North Wealth Management,
I3,
Floor Coverings International North Jersey,
Southpark Capital,
Modera Wealth Management,
Epic Capital Securities Corp.,
Epic Wealth Management.
Epic Capital Wealth Management's support email address is info@EpicCapital.com
Epic Capital Wealth Management's categories are Financial Services
Epic Capital Wealth Management's founding year is 2009
