Epic Capital Wealth Management
6135 Park South Drive, Charlotte, North Carolina 28210
About the Business
Located in Charlotte, North Carolina, Epic Capital Wealth Management is a finance institution that offers plan-driven concierge-level wealth management services to a select number of families. Through a formal planning process, education, proactive communication, and unparalleled service, clients are guided to invest with purpose, make an impact, and leave legacies. Led by Managing Director Edward R. Doughty, CFP®, the institution's mission is to positively impact the community through their E3 program. Epic Capital provides comprehensive financial planning and investment management services, helping clients lead A Good Life Well LivedTM. Securities are offered through LPL Financial, with the representative associated with the institution transacting business only with residents of specific states. With a focus on conducting home inventories and bypassing probate, Epic Capital is dedicated to helping clients achieve their financial goals and make a difference in their community.
Photos
Contacts
6135 Park S Dr Suite 527, Charlotte, NC 28210, United States
Opening hours
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Does not adequately consider the intangible return on investment in its clients children’s education or does not advise on education finance for client dependents at all."
"They are EXCELLENT. Ed and Jason take fantastic care of my accounts and the have MY BEST INTEREST when it comes to my monies."
"You will not be disappointed!"
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