LinkedIn Profile

Access Epic Capital Wealth Management historical Linkedin company profile data on number of followers, employee headcount and more

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Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal Headcount change in past 24 months Company Name Sector Industry
private:epiccapitalwealthmanagement-2 1580348 May 24th, 2019 12:00AM Epic Capital Wealth Management 47 4.00 Open Financial Services May 24th, 2019 03:16PM May 24th, 2019 03:16PM We assist individuals and families seeking to preserve their personal values in the management of their wealth. We do this by utilizing investment strategies that pursue financial returns alongside a positive social or environmental impact. By honoring their values while helping to work towards their own financial goals, they are creating a legacy for themselves, their family, and for the world in which they live. Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Open Comprehensive Wealth Planning, Estate Planning, Retirement Income Planning, Investment Management, Impact Investing, Sustainable Investing, Responsible Investing, Education Planning, Retirement Planning, Philanthropic Planning, Tax Planning, Risk Management, Insurance Planning Open 6135 Park South Drive, Suite 130 Charlotte NC US 28210 Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Mar 18th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Mar 18th, 2018 02:45PM Mar 18th, 2018 02:45PM Open Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Feb 17th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Feb 17th, 2018 02:25PM Feb 17th, 2018 02:25PM Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Feb 16th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Feb 16th, 2017 08:15AM Feb 16th, 2017 08:15AM Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Feb 15th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Feb 15th, 2017 10:07AM Feb 15th, 2017 10:07AM Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Feb 14th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Feb 14th, 2017 01:50PM Feb 14th, 2017 01:50PM Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Feb 13th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Feb 13th, 2017 04:11PM Feb 13th, 2017 04:11PM Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Feb 12th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Feb 12th, 2017 04:15AM Feb 12th, 2017 04:15AM Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Feb 11th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Feb 11th, 2017 05:35AM Feb 11th, 2017 05:35AM Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Epic Capital Wealth Management
private:epiccapitalwealthmanagement-2 1580348 Feb 10th, 2018 12:00AM Epic Capital Wealth Management 36 3.00 Open Financial Services Feb 10th, 2017 06:43AM Feb 10th, 2017 06:43AM Whether you are simply looking for a financial review of your portfolio of stocks, bonds, and mutual funds, or you wish to have access to professional asset management and comprehensive financial planning, the professionals at Epic Capital Wealth Management custom tailor the relationship to meet your personal objectives. True retirement planning and investment management takes into account your entire financial life. The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the best financial strategies in place, but who is also obligated to keep your best interests at heart. Through Epic Capital, you will have access to top professionals in not only the field of finance, but also in accounting, law, and taxation. Epic Capital Wealth Management is an independent multi-family financial planning office with an uncompromising commitment to the best interests of our clients. We are committed to long term relationships with our client families to help them reach and maintain their life goals and to simplify the inevitable complexities that come with wealth. If you are not absolutely satisfied with the advice that you are currently receiving from your financial advisor, maybe it’s time for a second opinion. Come experience the Epic Experience for yourself! Epic Capital Wealth Management

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