Epic Capital Wealth Management is a Charlotte-based firm that offers plan-driven concierge-level wealth management services to a select group of families, focusing on a formal planning process, education, proactive communication, and exceptional service. Their clients invest with purpose, make a positive impact, and aim to leave a lasting legacy, leading A Good Life Well LivedTM.
With a mission to positively impact the community, Epic Capital Wealth Management implements their E3 program, which aims to make a difference through various initiatives. They provide comprehensive financial planning and investment management services, including retirement planning, estate planning, tax planning, philanthropic planning, risk management, impact investing, and education planning.
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