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Epic Capital Wealth Management - Purpose | Impact | Legacy

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Epic Capital Wealth Management - Purpose | Impact | Legacy | epiccapitalwm.com Reviews

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Epic Capital Wealth Management - IMPACT | PURPOSE | LEGACY - Charlotte, NC

http://www.epiccapitalwm.com/in-the-news/in-the-news.php

Past performance is no guarantee of future results. Stock investing involves risk including loss of principal. 8/24/2015 - News 14. Stock Market Closes Down After Historic Slide. 8/24/2015 - News 14. US Stocks Tumble after Chinese Stocks Stumble. 5/25/2010 - Charlotte Today/News Channel 36. Choosing a Financial Planner. Additional Resources: How to choose a financial planner. 7/18/2014 - News 14. Gaza, Ukraine Add to Laundry List of World Economic Concerns. 4/23/2012 - News 14. 2/23/2012 - News 14. End-o...

2

Epic Capital Wealth Management - IMPACT | PURPOSE | LEGACY - Charlotte, NC

http://www.epiccapitalwm.com/about-us/epic-story.php

A boutique financial planning experience where the sole focus is on the individualized and specialized needs of the affluent client.". We bring forth unique ideas and strategies that are congruent with our clients' social and environmental values.". For qualified investors with at least $500,000 in investable assets. 6135 Park South Drive. Charlotte, NC 28210. Securities offered through LPL Financial.

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Epic Capital Wealth Management - IMPACT | PURPOSE | LEGACY - Charlotte, NC

http://www.epiccapitalwm.com/resources/resources.php

2016 Annual Limits Relating to Financial Planning. Epic Capital Insights - Winter 2016. 2015 Mid-Year Global Markets Outlook. Epic Capital Insights - Spring 2015. Epic Capital Insights - Winter 2015. 2015 Annual Limits Relating to Financial Planning. 2015 Economic and Global Markets Outlook. Epic Capital Insights - Summer 2014. Epic Capital Insights - Spring 2014. Epic Capital Insights - Winter 2014. 2014 Annual Limits Relating to Financial Planning. Epic Capital Insights - October 2013.

4

Epic Capital Wealth Management - IMPACT | PURPOSE | LEGACY - Charlotte, NC

http://www.epiccapitalwm.com/about-us/epic-experience.php

We spend the amount of time that is needed with each and every client. We are there for them, and we are there for their family, when they need us.". We value our client's time, and we respect the fact that they have lives outside of their finances.". For qualified investors with at least $500,000 in investable assets. 6135 Park South Drive. Charlotte, NC 28210. Securities offered through LPL Financial.

5

Epic Insights | Purpose. Impact. Legacy

http://www.epiccapitalwm.com/blog

Why We Embrace Conscious CapitalismÂ. April 6, 2016. 8220;Conscious” Capitalism? I first read about. A couple years ago while reading an issue of. Magazine. I came across a brief interview with someone (who for the life of me I cannot remember) that referenced. And attributed a large part of their business’s success to having instituted their core tenants (or “pillars” as they are called) into their company’s corporate mission. Soon after, I found myself researching. How to Live a Beautiful Life.

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Everyone has a story. Let your legacy tell yours. We assist values-driven clients by ensuring the preservation of their family mission in the management of their wealth. We achieve this through utilizing investment strategies that combine both financial and social returns for our investors. By honoring their values and helping to create their desired impact, they are fulfilling on their legacy for their family, and for the world in which they will live. Welcome to Epic Capital Wealth Management. An oxymo...

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