Epic Capital Wealth Management

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Epic Capital is an independent multi-family financial planning and investment management firm located in Charlotte North Carolina. It was founded on four core principles: Experienced advice, Personalized attention, Independent thinking, and Client focus. These principles are the foundation of who we are, and what we provide for our clients each and every day. We hold ourselves to a higher standard. We strive for Ritz Carlton service with FedEx efficiency. This is one way of displaying our gratitude for the trust and confidence that our clients have placed in us.

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Activity
About

Epic Capital Wealth Management

Presentations

2011 LPL Outlook

2011 Tax & Estate Fact card

Long Term Care Presentation - by Epic Capital

The Roth IRA - America's Next New Tax Break

LPL Quarterly Market Insight Chart Book 2nd Qtr 2011

LPL Market Insights Chart Book 2nd Qtr 2011

3rd Quarter 2011 Chartbook

Documents

LPL Financial 2011 Mid-Year Outlook

3rd qtr 2011 market insight

LPL Financial 2012 Outlook

2012 Mid Year Outlook

LPL Outlook 2013

LPL Outlook 2013

2013 Mid Year Outlook

Outlook 2014

Midyear Outlook 2015