The Epic Difference
Epic Capital differs greatly from the mass-marketed investment firms, and we pride ourselves on that fact. We differ because we take the time to get to know you, to get to know what got you to where you are today, and where you want to be tomorrow. We take the time to understand your attitudes toward money and its value in your life, and potentially the lives of others. We look not only at your financial goals but also at your dreams - for yourself, for your family, for your community, and for your legacy. In fact we take this discussion as far back and as far forward as we feel we need to, to determine how to best create your individualized wealth plan. This is a proprietary process that we've created known as the Wealth Walk™. It will be the most detailed discussion that you will ever have about money, its function in your life thus far, and its purpose in your life going forward. This is only the beginning of the Epic Experience, but it sets the foundation for our relationship, and everything else that follows.
Come experience the Epic Experience for yourself, we welcome the opportunity to meet with you.