About
Epic Capital Wealth Management is an independent multi-family financial services firm located in Charlotte, North Carolina.
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. Our clients invest with a purpose, they make an impact, and they leave legacies. Our clients lead A Good Life Well Lived™.
Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Links section. For a list of states in which I am/we are registered to do business, please visit EpicCapital.com
CERTIFIED FINANCIAL PLANNER™ and CFP® are registered trademarks from the Certified Financial Planner Board. Please visit their website at www.cfp.net/
Epic Capital Wealth Management is an independent multi-family financial services firm located in Charlotte, North Carolina.
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. Our clients invest with a purpose, they make an impact, and they leave legacies. Our clients lead A Good Life Well Lived™.
Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Links section. For a list of states in which I am/we are registered to do business, please visit EpicCapital.com
CERTIFIED FINANCIAL PLANNER™ and CFP® are registered trademarks from the Certified Financial Planner Board. Please visit their website at www.cfp.net/