Epic Capital Wealth Management

Epic Capital Wealth Management We provide plan driven concierge-level wealth management services to a limited number of families th

Epic Capital Wealth Management is an independent financial firm based in Charlotte, North Carolina. Our professionals are affiliated with the nation’s largest independent broker-dealer*, LPL Financial, we offer a powerful combination of professional, client focus, research, and non-proprietary investment products from the highest quality providers available. Our clients receive experienced and sol

ution-driven financial advice while having access to virtually unlimited resources to compliment our wealth planning strategies.
*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.

• Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/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.

01/06/2025

Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and savings.

01/03/2025

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior.

12/06/2024

Charlotte, NC wealth management and financial planning firm with a focus on impact investing and sustainable and responsible investment strategies.

12/04/2024

Charlotte, NC wealth management and financial planning firm with a focus on impact investing and sustainable and responsible investment strategies.

12/02/2024

Choosing the correct filing status is not always easy. There are pro's and con's of each different type. Choose what best fits you.

11/22/2024

As investments grow, they can knock your portfolio allocation out of whack. Read now why this financial advisor recommends regular rebalancing.

11/20/2024

Charlotte, NC wealth management and financial planning firm with a focus on impact investing and sustainable and responsible investment strategies.

11/18/2024

We should see retirement foremost as a time of change. Preparing for change may be the most responsive move we can make for the future.

11/13/2024

Buying the policy was the first step. Now you'll need to do a little more work to ensure that the money you leave behind lasts.

11/11/2024

You can't know where to go next if you don't know where you are now.

11/08/2024

Charlotte, NC wealth management and financial planning firm with a focus on impact investing and sustainable and responsible investment strategies.

11/06/2024

Charlotte, NC wealth management and financial planning firm with a focus on impact investing and sustainable and responsible investment strategies.

Address

6135 Park South Drive, Ste 527
Charlotte, NC
28210

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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