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Epic Capital Wealth Management

Epic Capital Wealth Management

Charlotte, NC

We have found contact information containing phone numbers and email addresses for Epic Capital Wealth Management. Epic Capital Wealth Management operates in the Financial Services and Insurance Agent/Broker industry and is located at 6135 Park South Dr SUITE 130, Charlotte, NC 28210. The company uses products and components, such as Asset Management, Estate Planning, Financial Planning, Insurance Planning, and Investment Planning. The company operates in the following fields: Comprehensive Wealth Planning, Estate Planning, Retirement Income Planning, and Investment Management. Edward R. Doughty currently works in Epic Capital Wealth Management. The company was founded on 1/1/2001.

Company Details

Last Update
Jul 13, 2022
Doing business as
Epic Capital Wealth Management, LLC
Location
6135 Park South Dr SUITE 130, Charlotte, NC 28210
Phone
(***) ***-5200
Industry
Financial Services
Insurance Agent/Broker
Category
Financial Planning Consultants
Estate Planning & Management
Financial Services
Retirement Planning Service
Specialties
Comprehensive Wealth Planning
Estate Planning
Retirement Income Planning
Investment Management
Founded
2009
Number of Employee
1-10 employees
Products
Asset Management
Estate Planning
Financial Planning
Insurance Planning
NAICS
524 - Insurance Carriers and Related Activities

Decision Makers

Heath Courtright
Private Wealth Manager

Employees

Ryan Lombardo
Production Manager
Danielle Albetta
Virtual Administrator Services
Julie Garrett

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