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.

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

Alerts

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