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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 founded in 2009 out of a desire to create a boutique financial planning experience where the sole focus is on the individualized and specialized needs of our clients. These are individuals and couples that realize the power of their wealth and what it can do not only for their families but for the greater good in the world. There has been a growing disenchantment with the big banks and Wall Street and what many regard as their lavish focus on short-term results at the expense of things that we truly value. Many of our clients are impact investors who believe in making investment choices based on positive values and things that matter to them personally, steering away from many mainstream investment strategies that neglect those very same values.

"...we bring forth unique ideas and strategies that are congruent with our clients' social and environmental values."

We do what any highly regarded financial planning and investment management firm does, we just take it several steps further and give our clients the opportunity to align their investments with their purpose and beliefs, so they can leave a family legacy that touches the lives of many. We are specialists in the area of impact investing and we bring forth unique ideas and strategies that are congruent with our clients' social and environmental values. Impact investing is not an asset class; it's a lens through which one looks when constructing an investment portfolio. We work in partnership with our clients in designing the optimal financial planning and investment management strategies that satisfy their heart and mind, and is in accordance with their wealth management, philanthropic, and legacy planning goals.

* For qualified investors with at least $500,000 in investable assets
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Phone: (704) 552-5200
Fax: (704) 552-5201

Email: info@EpicCapital.com

6135 Park South Drive
Suite 130
Charlotte, NC 28210
Copyright © 2010 Epic Capital Wealth Management. All Rights Reserved.
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