Epic Capital Wealth Management Email Formats

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Key Contact at Epic Capital Wealth Management

Edward Doughty

Managing Director

Company overview

Headquarters	6135 Park South Drive, Suite 130, Charlotte, NC 28210, US
Phone number	+17045525200
Website	epiccapital.com
NAICS	52
SIC	736
Keywords	Risk Management, Tax Planning, Insurance Planning, Education Planning, Impact Investing, Retirement Planning, Estate Planning, Investment Management, Retirement Income Planning, Comprehensive Wealth Planning, Sustainable Investing, Philanthropic Planning, Responsible Investing
Founded	2009
Employees	1-10
Socials

About Epic Capital Wealth Management

We provide plan driven concierge-level wealth management services to a limited number of families through a formal planning process, education, proactive communication, and unparalleled service, while helping our clients to work towards their ultimate financial goals, The management of your wealth will be guided by a CERTIFIED FINANCIAL PLANNER™ (CFP®) who not only has the experience to put the most suitable financial strategies in place, but who is also obligated to keep your best interests at the forefront of all they do. 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!

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Epic Capital Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Epic Capital Wealth Management has never raised funding before.

Epic Capital Wealth Management Tech Stack

Discover the technologies and tools that power Epic Capital Wealth Management's digital infrastructure, from frameworks to analytics platforms.

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Maps

Cloudinary

CDN

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Retina.js

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jQuery

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WordPress

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Google Analytics

Analytics

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Frequently asked questions

Epic Capital Wealth Management is located in Charlotte, North Carolina, US.

You can reach Epic Capital Wealth Management at +17045525200.

Epic Capital Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Epic Capital Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Epic Capital Wealth Management

Edward Doughty

Managing Director

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