Financial Planning, Estate Planning, Investment Planning
Epic Capital Wealth Management is an independent financial consulting and investment management firm based in Charlotte, North Carolina. As an independent wealth management firm, we offer a powerful combination of objective advice, client focus, unbiased research, and non-proprietary investment products from the highest quality providers. We provide experienced and solution-driven financial advice while accessing virtually unlimited resources for our wealth planning strategies.
Keywords: Financial Planning, Estate Planning, Investment Planning, Charlotte CFP, CFP, Charlotte, Certified Financial Planner, Financial Consultant, Financial Planner, Wealth Management
Interview Q&A
How long have you been in business?
Since 2009
What is your primary product or service?
Private wealth planning and investment management.
Provide detailed directions to your location
Directions can be found on our website at http://www.EpicCapital.com
Which areas do you service?
We service individuals and their respective families.
Who owns your company or runs daily operations?
Privately owned.
What are your hours of operation?
Monday - Friday 8:00am - 5:00pm