Epic Capital Wealth Management

Epic Capital Wealth Management

Financial Services, 6135 Park South Dr, Charlotte, North Carolina, 28210, United States, 1-10 Employees

epiccapital.com

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Who is EPIC CAPITAL WEALTH MANAGEMENT

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 s...

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  • 6135 Park South Dr, Charlotte, North Carolina, 28210, United States Headquarters: 6135 Park South Dr, Charlotte, North Carolina, 28210, United States
  • 2009 Date Founded: 2009
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6141 | NAICS Code: 523940 | Show More

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Frequently Asked Questions Regarding Epic Capital Wealth Management

Answer: Epic Capital Wealth Management's headquarters are located at 6135 Park South Dr, Charlotte, North Carolina, 28210, United States

Answer: Epic Capital Wealth Management's phone number is 70********

Answer: Epic Capital Wealth Management's official website is https://epiccapital.com

Answer: Epic Capital Wealth Management's revenue is Under $1 Million

Answer: Epic Capital Wealth Management's SIC: 6141

Answer: Epic Capital Wealth Management's NAICS: 523940

Answer: Epic Capital Wealth Management has 1-10 employees

Answer: Epic Capital Wealth Management is in Financial Services

Answer: Epic Capital Wealth Management contact info: Phone number: 70******** Website: https://epiccapital.com

Answer: 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, while helping our clients to work towards their ultimate financial goals, The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNERTM (CFP) who not only has the experience to put the most suitable financial strategies in place, but who is also obligated to keep your best interests at the forefront of all they do. 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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