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The Epic Story

"...a boutique financial planning experience where the sole focus is on the individualized and specialized needs of the affluent client."

Epic Capital Wealth Management was born out of a sheer desire to create a boutique financial planning experience where the sole focus is on the individualized and specialized needs of the affluent client. Too often today we see the competitive drive of the big banks and Wall Street investment firms blinded by their need for continued profit growth, and their clients are being treated like a number. The idea of personalized service and customized advice has been replaced by commoditized "products and platforms" and seemingly a "one-size fits all" mentality. This is cost-effective and easy to administer, but it's not right for the client. Rather than accepting this as the new normal, we set out to create a client-focused firm.

"We believe that accountability trumps good intentions. If we do not meet our clients' expectations, we have not only failed them, but we have failed ourselves."

Everyone's Purpose Is the Client at Epic Capital, we sincerely believe that and we practice it daily. There is only one purpose - one primary goal that our employees look to achieve each and every day they walk through our doors: unwavering client focus. We hold ourselves to a higher standard. We believe that accountability trumps good intentions. If we do not meet our clients' expectations, we have not only failed them, but we have failed ourselves. Our attention to detail and our thorough understanding of each client's unique set of circumstances allow us to execute effective planning strategies that can play a major role in helping them to achieve their financial objectives. We take pride in what we do, and we are sincerely grateful for the trust and confidence that our client's place in us.

* For qualified investors with at least $500,000 in investable assets
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Phone: (704) 552-5200
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Email: info@EpicCapital.com

6135 Park South Drive
Suite 130
Charlotte, NC 28210
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