Epic Capital Wealth Management
Hours:
Closed Now
Monday 8:00 AM - 5:00 PM
Tuesday 8:00 AM - 5:00 PM
Wednesday 8:00 AM - 5:00 PM
Thursday 8:00 AM - 5:00 PM
Friday 8:00 AM - 5:00 PM
Saturday Closed
Sunday Closed
Tuesday 8:00 AM - 5:00 PM
Wednesday 8:00 AM - 5:00 PM
Thursday 8:00 AM - 5:00 PM
Friday 8:00 AM - 5:00 PM
Saturday Closed
Sunday Closed
Address: 6135 Park S Dr Suite 527, Charlotte, NC 28210, USA Get Directions
About this business
At Epic Capital Wealth Management, we provide organized plan-driven wealth management, education, pro-active communication, and unsurpassed service to a limited number of families. Our clients invest with intent, impact, and a tradition. Our clients live A Good Life Well LivedTM.
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Frequently asked questions
7 questionsWhat do Epic Capital Wealth Management clients say about the work?
Clients frequently praise Ed and Jason for their excellent care and attention to their financial needs, emphasizing that they prioritize clients' best interests. Many express satisfaction with the service level and the overall experience.
What are the hours for Epic Capital Wealth Management?
The hours for Epic Capital Wealth Management are as follows: Monday: 8:00 AM-5:00 PM, Tuesday: 8:00 AM-5:00 PM, Wednesday: 8:00 AM-5:00 PM, Thursday: 8:00 AM-5:00 PM, Friday: 8:00 AM-5:00 PM, Saturday: Closed, Sunday: Closed.
Does this practice focus on long-term financial planning in Charlotte?
Yes, Epic Capital Wealth Management emphasizes a formal planning process aimed at helping clients invest with purpose and leave a legacy, aligning with their mission of delivering plan-driven wealth management.
Can I expect personalized service from Epic Capital Wealth Management?
Yes, they deliver concierge-level wealth management services tailored to a limited number of families, ensuring a high level of personalized attention and communication.
How does Epic Capital Wealth Management differentiate itself from other financial consultants?
This practice stands out by offering a formal planning process and proactive communication, which fosters a strong relationship with clients and helps them achieve their financial goals effectively.
What do clients say about the financial advice for education finance?
Some clients feel that the practice does not adequately address the intangible return on investment regarding children's education, indicating a potential area for improvement in their financial advising.
Where is Epic Capital Wealth Management located?
6135 Park S Dr Suite 527, Charlotte, NC 28210, USA
Location & directions
Charlotte, North CarolinaEpic Capital Wealth Management
Financial Consultant
Address
6135 Park S Dr Suite 527, Charlotte, NC 28210, USA
Hours
Closed Now
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