Epic Capital Wealth Management is an independent multi-family financial services and investment management firm. Epic Capital provides plan driven concierge-level wealth management services to a limited number of families through a formal planning process, education, proactive communication, and unparalleled service. Our clients invest with a purpose, they make an impact, and they leave legacies. Epic Capital is located in Charlotte North Carolina. Services Include: Comprehensive Wealth Planning (including): Estate, Retirement, Investment, Liability, Tax, Philanthropic and Insurance. Investment Management (including): Portfolio Analysis, ESG/SRI/Impact Screening, Asset Allocation, Investment Selection, Plan Implementation, and Portfolio Monitoring.
Our firm plans to become B-Certified within the next 12-months. We are actively engaged with shareholder rights organizations, a member of USSIF, As You Sow, 350.org, the Croatan Institute, UNPRI and others. We actively use ESG (Environmental, Social, and Governance) screens in the creation and implementation of our investment portfolios. We are also heavily involved with Wine to Water an international water project organization headquartered in North Carolina, and CommonWealth Charlotte a local non-profit that teaches financial wellness to the underserved and the previously incarcerated.
Epic Capital is an active Adopt-a-Stream partner in Charlotte, NC (local stream clean initiative)
Traveled with Wine to Water to the following countries instituting new water projects (Uganda, Dominican Republic, Ethiopia, the Amazonas Region of Brazil and Columbia)
Founding partner established the Charlotte Rescue Mission Endowment
Awarded a $25,000 grant from Invest in Others Foundation for Wine to Water’s newly launched Native American Navajo and Hopi People water project in Arizona/Colorado