Company profile
Epic Capital Wealth Management
Investment management and financial planning firm located in Charlotte, North Carolina.
- Industry
- Financial Services
- Employees
- 5
- Headquarters
- Charlotte, NC
- Founded
- 2009
- LinkedIn followers
- 430
- Office locations
- 1
Epic Capital Wealth Management company summary
Epic Capital Wealth Management is a company in the Financial Services industry, headquartered in Charlotte, NC, founded in 2009. On LinkedIn the company has around 5 employees and 430 followers. Its listed specialties include Comprehensive Wealth Planning, Estate Planning, Retirement Income Planning, Investment Management, Impact Investing.
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About Epic Capital Wealth Management
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! ** Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. www.finra.org | www.sipc.org
Specialties
Where is Epic Capital Wealth Management located?
Epic Capital Wealth Management lists 1 location.
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|---|---|---|---|---|
Epic Capital Wealth Management epiccapital.com | Financial Services | 5 | 2009 | Charlotte, NC |
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Frequently asked questions about Epic Capital Wealth Management
What does Epic Capital Wealth Management do?
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! ** Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. www.finra.org | www.sipc.org
How many employees does Epic Capital Wealth Management have?
Epic Capital Wealth Management has around 5 employees on LinkedIn.
Where is Epic Capital Wealth Management headquartered?
Epic Capital Wealth Management is headquartered in Charlotte, NC.
When was Epic Capital Wealth Management founded?
Epic Capital Wealth Management was founded in 2009.
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