Epic Capital Wealth Management

Description

• Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation.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 its time for a second opinion. Come experience the Epic Experience for yourself!
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  Headquarters:6135 Park South Drive Suite 130, Charlotte, North Carolina, United States

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  Phone Number: +1 704-552-5200

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  Website: http://www.epiccapitalwm.com

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  Employees:0

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  Revenue:$0 - 1M

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  Legal Name:Epic Capital Wealth Management

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• |  NAICS Code: 522291  |

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