Epic Capital Wealth Management

Informations générales

Epic Capital Wealth Management is an independent financial consulting and investment advisory firm based in Charlotte, North Carolina with a focus on impact investing and sustainable and responsible investment strategies. As an independent firm affiliated with the nation’s largest independent broker-dealer, LPL Financial, we offer a powerful combination of objective advice, client focus, unbiased research, and non-proprietary investment products from the highest quality providers available. Our clients receive experienced and solution-driven financial advice while having access to virtually unlimited resources to compliment our impact-driven wealth planning strategies.